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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 | $46,429 | $172,758-73.1% | $149,600-69.0% | $138,895-66.6% |
| Participation rate | 20.0% | 80.2%-60.2pp | 77.2%-57.2pp | 79.9%-59.9pp |
| Annual return | 4.50% | 181.17%-176.7pp | 129.59%-125.1pp | 145.39%-140.9pp |
| Employer contribution / active EE | $2,005 | $4,778-58.0% | $4,193-52.2% | $4,194-52.2% |
| Participant deferral / active EE | $1,003 | $8,180-87.7% | $7,203-86.1% | $6,396-84.3% |
| Admin fee / account holder | $73 | $17,615-99.6% | $13,963-99.5% | $12,562-99.4% |