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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 | $181,980 | $167,504+8.6% | $151,628+20.0% | $134,509+35.3% |
| Participation rate | 40.0% | 88.4%-48.4pp | 87.5%-47.5pp | 81.2%-41.2pp |
| Annual return | -32.36% | 7.81%-40.2pp | 3.34%-35.7pp | 418.13%-450.5pp |
| Employer contribution / active EE | $5,386 | $6,828-21.1% | $6,165-12.6% | $4,741+13.6% |
| Participant deferral / active EE | $2,135 | $8,985-76.2% | $8,363-74.5% | $6,400-66.7% |
| Admin fee / account holder | $88 | $13,779-99.4% | $11,613-99.2% | $11,427-99.2% |