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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 | $45,871 | $96,419-52.4% | $80,648-43.1% | $139,487-67.1% |
| Participation rate | 18.8% | 73.6%-54.9pp | 67.0%-48.3pp | 80.3%-61.6pp |
| Annual return | 8.37% | 1352.86%-1344.5pp | 937.21%-928.8pp | 373.84%-365.5pp |
| Employer contribution / active EE | $4,647 | $3,261+42.5% | $2,724+70.6% | $4,755-2.3% |
| Participant deferral / active EE | $0 | $5,225-100.0% | $4,443-100.0% | $6,713-100.0% |
| Admin fee / account holder | $0 | $6,605-100.0% | $5,382-100.0% | $11,407-100.0% |