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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 | $165,784 | $70,435+135.4% | $96,575+71.7% | $85,856+93.1% |
| Participation rate | 65.8% | 61.8%+4.0pp | 69.8%-4.0pp | 69.3%-3.5pp |
| Annual return | 4.36% | 18.59%-14.2pp | 37.79%-33.4pp | 318.58%-314.2pp |
| Employer contribution / active EE | $414 | $1,413-70.7% | $2,357-82.4% | $2,565-83.9% |
| Participant deferral / active EE | $646 | $2,894-77.7% | $3,849-83.2% | $3,952-83.7% |
| Admin fee / account holder | $0 | $4,997-100.0% | $6,182-100.0% | $6,261-100.0% |