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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 | $78,326 | $73,787+6.2% | $98,716-20.7% | $82,448-5.0% |
| Participation rate | 12.7% | 61.4%-48.7pp | 69.3%-56.6pp | 68.1%-55.4pp |
| Annual return | 12.16% | 18.57%-6.4pp | 31.81%-19.7pp | 41.64%-29.5pp |
| Employer contribution / active EE | $0 | $1,511-100.0% | $2,279-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $368 | $3,081-88.1% | $4,048-90.9% | $4,139-91.1% |
| Admin fee / account holder | $0 | $6,500-100.0% | $8,703-100.0% | $7,234-100.0% |