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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 | $41,621 | $173,526-76.0% | $136,072-69.4% | $145,884-71.5% |
| Participation rate | 20.0% | 80.4%-60.4pp | 76.4%-56.4pp | 80.3%-60.3pp |
| Annual return | 4.50% | 1167.12%-1162.6pp | 580.46%-576.0pp | 551.85%-547.3pp |
| Employer contribution / active EE | $2,298 | $5,285-56.5% | $4,216-45.5% | $4,662-50.7% |
| Participant deferral / active EE | $1,149 | $8,711-86.8% | $7,028-83.7% | $6,690-82.8% |
| Admin fee / account holder | $60 | $9,665-99.4% | $6,718-99.1% | $13,392-99.6% |