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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 | $203,962 | $160,040+27.4% | $147,096+38.7% | $145,877+39.8% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 8.53% | 98.49%-90.0pp | 419.75%-411.2pp | 551.28%-542.8pp |
| Employer contribution / active EE | $1,557 | $5,289-70.6% | $4,936-68.5% | $4,663-66.6% |
| Participant deferral / active EE | $1,295 | $8,429-84.6% | $8,071-84.0% | $6,691-80.6% |
| Admin fee / account holder | $20 | $15,050-99.9% | $13,005-99.8% | $13,402-99.9% |