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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 | $188,891 | $167,353+12.9% | $143,797+31.4% | $134,545+40.4% |
| Participation rate | 50.0% | 84.8%-34.8pp | 80.3%-30.3pp | 81.2%-31.2pp |
| Annual return | -21.59% | 0.48%-22.1pp | -0.04%-21.6pp | 418.37%-440.0pp |
| Employer contribution / active EE | $4,359 | $5,620-22.5% | $4,952-12.0% | $4,742-8.1% |
| Participant deferral / active EE | $1,959 | $6,447-69.6% | $5,638-65.3% | $6,401-69.4% |
| Admin fee / account holder | $16 | $18,096-99.9% | $14,679-99.9% | $11,431-99.9% |