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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 | $18,004 | $138,078-87.0% | $125,363-85.6% | $134,509-86.6% |
| Participation rate | 25.0% | 84.5%-59.5pp | 82.4%-57.4pp | 81.2%-56.2pp |
| Annual return | -36.36% | 750.49%-786.8pp | 572.15%-608.5pp | 418.13%-454.5pp |
| Employer contribution / active EE | $1,875 | $5,245-64.2% | $4,815-61.1% | $4,741-60.4% |
| Participant deferral / active EE | $1,875 | $7,800-76.0% | $7,447-74.8% | $6,400-70.7% |
| Admin fee / account holder | $0 | $11,566-100.0% | $10,005-100.0% | $11,427-100.0% |