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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 | $30,440 | $180,459-83.1% | $154,108-80.2% | $135,380-77.5% |
| Participation rate | 16.7% | 87.4%-70.8pp | 83.0%-66.4pp | 82.6%-66.0pp |
| Annual return | -10.82% | 888.21%-899.0pp | 735.21%-746.0pp | 519.81%-530.6pp |
| Employer contribution / active EE | $7,254 | $6,035+20.2% | $5,298+36.9% | $4,779+51.8% |
| Participant deferral / active EE | $42 | $5,806-99.3% | $5,081-99.2% | $5,609-99.2% |
| Admin fee / account holder | $0 | $16,145-100.0% | $13,411-100.0% | $10,828-100.0% |