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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 | $105,865 | $138,114-23.3% | $125,391-15.6% | $134,545-21.3% |
| Participation rate | 6.3% | 84.5%-78.2pp | 82.4%-76.1pp | 81.2%-75.0pp |
| Annual return | -27.53% | 750.88%-778.4pp | 572.41%-599.9pp | 418.37%-445.9pp |
| Employer contribution / active EE | $3,813 | $5,246-27.3% | $4,816-20.8% | $4,742-19.6% |
| Participant deferral / active EE | $0 | $7,801-100.0% | $7,448-100.0% | $6,401-100.0% |
| Admin fee / account holder | $0 | $11,570-100.0% | $10,009-100.0% | $11,431-100.0% |