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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 | $112,900 | $115,225-2.0% | $100,712+12.1% | $138,895-18.7% |
| Participation rate | 16.7% | 74.3%-57.7pp | 69.3%-52.6pp | 79.9%-63.3pp |
| Annual return | -17.34% | 40.35%-57.7pp | 33.27%-50.6pp | 145.39%-162.7pp |
| Employer contribution / active EE | $0 | $2,771-100.0% | $2,313-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $100 | $4,699-97.9% | $4,085-97.6% | $6,396-98.4% |
| Admin fee / account holder | $0 | $10,844-100.0% | $9,256-100.0% | $12,562-100.0% |