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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 | $85,742 | $46,599+84.0% | $64,101+33.8% | $75,173+14.1% |
| Participation rate | 32.4% | 65.9%-33.6pp | 72.3%-40.0pp | 67.2%-34.9pp |
| Annual return | 10.55% | 26.06%-15.5pp | 33.72%-23.2pp | 160.72%-150.2pp |
| Employer contribution / active EE | $0 | $1,975-100.0% | $2,749-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $71 | $2,837-97.5% | $3,881-98.2% | $4,126-98.3% |
| Admin fee / account holder | $164 | $2,956-94.4% | $3,070-94.7% | $5,651-97.1% |