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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 | $160,644 | $25,014+542.2% | $69,701+130.5% | $80,874+98.6% |
| Participation rate | 7.5% | 64.2%-56.7pp | 66.4%-58.9pp | 67.6%-60.1pp |
| Annual return | 11.13% | 19.07%-7.9pp | 100.32%-89.2pp | 35.62%-24.5pp |
| Employer contribution / active EE | $0 | $993-100.0% | $1,713-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $621 | $1,839-66.2% | $2,887-78.5% | $4,297-85.5% |
| Admin fee / account holder | $0 | $2,488-100.0% | $4,717-100.0% | $6,935-100.0% |