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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 | $63,185 | $78,682-19.7% | $109,188-42.1% | $85,851-26.4% |
| Participation rate | 16.7% | 68.3%-51.6pp | 75.9%-59.2pp | 69.3%-52.7pp |
| Annual return | 8.69% | 25.09%-16.4pp | 25.76%-17.1pp | 318.63%-309.9pp |
| Employer contribution / active EE | $0 | $2,734-100.0% | $3,723-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $832 | $3,468-76.0% | $4,654-82.1% | $3,952-78.9% |
| Admin fee / account holder | $0 | $5,470-100.0% | $6,755-100.0% | $6,261-100.0% |