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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 | $55,470+128.1% | $155,556-18.6% | $74,478+69.9% |
| Participation rate | 3.3% | 61.9%-58.6pp | 78.2%-74.9pp | 67.2%-63.9pp |
| Annual return | 10.74% | 269.80%-259.1pp | 64.84%-54.1pp | 1370.56%-1359.8pp |
| Employer contribution / active EE | $0 | $2,267-100.0% | $4,675-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $314 | $2,838-88.9% | $5,631-94.4% | $4,350-92.8% |
| Admin fee / account holder | $0 | $1,744-100.0% | $15,885-100.0% | $1,946-100.0% |