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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% | $69,623+130.7% | $80,935+98.5% |
| Participation rate | 7.5% | 64.2%-56.7pp | 66.4%-58.9pp | 67.7%-60.2pp |
| Annual return | 11.13% | 19.08%-8.0pp | 101.23%-90.1pp | 35.66%-24.5pp |
| Employer contribution / active EE | $0 | $991-100.0% | $1,709-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $621 | $1,840-66.2% | $2,890-78.5% | $4,299-85.6% |
| Admin fee / account holder | $0 | $2,491-100.0% | $4,696-100.0% | $6,924-100.0% |