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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 | $90,043 | $100,073-10.0% | $85,126+5.8% | $145,877-38.3% |
| Participation rate | 33.3% | 74.1%-40.8pp | 67.5%-34.2pp | 80.3%-47.0pp |
| Annual return | 7.56% | 84.11%-76.6pp | 66.63%-59.1pp | 551.28%-543.7pp |
| Employer contribution / active EE | $693 | $3,236-78.6% | $2,731-74.6% | $4,663-85.1% |
| Participant deferral / active EE | $867 | $5,294-83.6% | $4,523-80.8% | $6,691-87.0% |
| Admin fee / account holder | $0 | $7,261-100.0% | $6,160-100.0% | $13,402-100.0% |