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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 | $126,547 | $55,446+128.2% | $155,574-18.7% | $74,429+70.0% |
| Participation rate | 3.3% | 61.9%-58.6pp | 78.2%-74.9pp | 67.2%-63.9pp |
| Annual return | 10.74% | 269.20%-258.5pp | 64.87%-54.1pp | 1368.38%-1357.6pp |
| Employer contribution / active EE | $0 | $2,266-100.0% | $4,676-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $314 | $2,836-88.9% | $5,629-94.4% | $4,348-92.8% |
| Admin fee / account holder | $0 | $1,743-100.0% | $15,914-100.0% | $1,944-100.0% |