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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 | $94,881 | $67,823+39.9% | $52,425+81.0% | $137,256-30.9% |
| Participation rate | 66.7% | 63.9%+2.8pp | 55.6%+11.0pp | 80.0%-13.3pp |
| Annual return | -27.24% | 219.11%-246.4pp | 302.12%-329.4pp | 220.34%-247.6pp |
| Employer contribution / active EE | $52 | $1,163-95.5% | $914-94.3% | $4,156-98.7% |
| Participant deferral / active EE | $69 | $2,288-97.0% | $1,790-96.1% | $6,407-98.9% |
| Admin fee / account holder | $0 | $2,844-100.0% | $2,495-100.0% | $12,270-100.0% |