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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 | $241,138 | $154,193+56.4% | $130,045+85.4% | $139,466+72.9% |
| Participation rate | 66.7% | 82.0%-15.3pp | 78.5%-11.8pp | 80.3%-13.7pp |
| Annual return | 8.78% | 32.51%-23.7pp | -137.30%+146.1pp | 373.66%-364.9pp |
| Employer contribution / active EE | $1,753 | $5,292-66.9% | $4,321-59.4% | $4,754-63.1% |
| Participant deferral / active EE | $1,753 | $6,709-73.9% | $5,820-69.9% | $6,712-73.9% |
| Admin fee / account holder | $0 | $13,989-100.0% | $10,600-100.0% | $11,409-100.0% |