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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 | $194,286 | $124,187+56.4% | $108,410+79.2% | $167,518+16.0% |
| Participation rate | 50.0% | 82.3%-32.3pp | 80.1%-30.1pp | 82.1%-32.1pp |
| Annual return | -10.31% | 1379.80%-1390.1pp | 905.34%-915.7pp | 478.71%-489.0pp |
| Employer contribution / active EE | $1,172 | $4,187-72.0% | $3,558-67.1% | $4,838-75.8% |
| Participant deferral / active EE | $1,172 | $6,908-83.0% | $6,562-82.1% | $6,342-81.5% |
| Admin fee / account holder | $0 | $9,456-100.0% | $7,296-100.0% | $12,312-100.0% |