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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 | $158,136 | $102,429+54.4% | $147,096+7.5% | $80,925+95.4% |
| Participation rate | 4.5% | 75.9%-71.4pp | 82.2%-77.7pp | 67.7%-63.2pp |
| Annual return | 11.77% | 135.02%-123.3pp | 419.75%-408.0pp | 35.65%-23.9pp |
| Employer contribution / active EE | $0 | $3,716-100.0% | $4,936-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $592 | $6,649-91.1% | $8,071-92.7% | $4,299-86.2% |
| Admin fee / account holder | $228 | $7,957-97.1% | $13,005-98.2% | $6,940-96.7% |