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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 | $152,222 | $48,364+214.7% | $71,796+112.0% | $62,881+142.1% |
| Participation rate | 6.5% | 60.6%-54.2pp | 69.1%-62.7pp | 69.3%-62.9pp |
| Annual return | 4.00% | 13.16%-9.2pp | 78.04%-74.0pp | 20.14%-16.1pp |
| Employer contribution / active EE | $394 | $1,042-62.2% | $1,924-79.5% | $2,281-82.7% |
| Participant deferral / active EE | $492 | $2,091-76.5% | $2,794-82.4% | $3,203-84.6% |
| Admin fee / account holder | $0 | $3,771-100.0% | $4,815-100.0% | $4,296-100.0% |