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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 | $134,782 | $155,833-13.5% | $124,693+8.1% | $167,518-19.5% |
| Participation rate | 22.2% | 81.1%-58.9pp | 74.6%-52.4pp | 82.1%-59.9pp |
| Annual return | 0.90% | 17.98%-17.1pp | 5144.19%-5143.3pp | 478.71%-477.8pp |
| Employer contribution / active EE | $0 | $4,164-100.0% | $3,324-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $1,387 | $5,675-75.6% | $4,615-70.0% | $6,342-78.1% |
| Admin fee / account holder | $0 | $9,534-100.0% | $7,494-100.0% | $12,312-100.0% |