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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 | $38,015 | $209,422-81.8% | $178,503-78.7% | $158,982-76.1% |
| Participation rate | 63.2% | 86.4%-23.2pp | 81.9%-18.8pp | 82.0%-18.8pp |
| Annual return | -0.66% | 188.81%-189.5pp | 151.12%-151.8pp | 302.99%-303.7pp |
| Employer contribution / active EE | $1,464 | $5,707-74.3% | $5,011-70.8% | $4,763-69.3% |
| Participant deferral / active EE | $1,108 | $5,955-81.4% | $5,202-78.7% | $5,983-81.5% |
| Admin fee / account holder | $71 | $17,079-99.6% | $13,987-99.5% | $11,252-99.4% |