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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 | $96,201 | $88,702+8.5% | $81,780+17.6% | $145,978-34.1% |
| Participation rate | 50.0% | 75.0%-25.0pp | 72.4%-22.4pp | 80.3%-30.3pp |
| Annual return | 8.27% | 1029.12%-1020.9pp | 776.27%-768.0pp | 550.52%-542.2pp |
| Employer contribution / active EE | $718 | $3,084-76.7% | $2,914-75.4% | $4,662-84.6% |
| Participant deferral / active EE | $0 | $4,645-100.0% | $4,321-100.0% | $6,690-100.0% |
| Admin fee / account holder | $7 | $8,414-99.9% | $7,384-99.9% | $13,400-99.9% |