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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 | $140,714 | $94,439+49.0% | $73,658+91.0% | $154,746-9.1% |
| Participation rate | 25.0% | 64.7%-39.7pp | 57.0%-32.0pp | 80.7%-55.7pp |
| Annual return | -19.51% | 28.25%-47.8pp | 29.72%-49.2pp | 172.34%-191.8pp |
| Employer contribution / active EE | $200 | $1,257-84.1% | $1,032-80.6% | $4,379-95.4% |
| Participant deferral / active EE | $250 | $2,527-90.1% | $2,062-87.9% | $6,730-96.3% |
| Admin fee / account holder | $0 | $3,843-100.0% | $3,357-100.0% | $14,365-100.0% |