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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 | $23,457 | $138,076-83.0% | $123,553-81.0% | $135,380-82.7% |
| Participation rate | 66.7% | 84.7%-18.1pp | 82.3%-15.6pp | 82.6%-16.0pp |
| Annual return | -11.80% | 153.70%-165.5pp | 119.21%-131.0pp | 519.81%-531.6pp |
| Employer contribution / active EE | $8,419 | $5,152+63.4% | $4,628+81.9% | $4,779+76.2% |
| Participant deferral / active EE | $1,944 | $6,800-71.4% | $6,426-69.7% | $5,609-65.3% |
| Admin fee / account holder | $288 | $10,917-97.4% | $9,284-96.9% | $10,828-97.3% |