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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $209,626 | $167,353+25.3% | $143,797+45.8% | $134,545+55.8% |
| Participation rate | 15.8% | 84.8%-69.0pp | 80.3%-64.5pp | 81.2%-65.4pp |
| Annual return | -22.59% | 0.48%-23.1pp | -0.04%-22.5pp | 418.37%-441.0pp |
| Employer contribution / active EE | $0 | $5,620-100.0% | $4,952-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $1,641 | $6,447-74.6% | $5,638-70.9% | $6,401-74.4% |
| Admin fee / account holder | $25 | $18,096-99.9% | $14,679-99.8% | $11,431-99.8% |