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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 | $86,006 | $226,105-62.0% | $182,540-52.9% | $152,897-43.7% |
| Participation rate | 33.3% | 82.5%-49.1pp | 78.0%-44.6pp | 82.5%-49.1pp |
| Annual return | 6.20% | 192.58%-186.4pp | 148.58%-142.4pp | 345.43%-339.2pp |
| Employer contribution / active EE | $933 | $4,978-81.3% | $4,076-77.1% | $4,764-80.4% |
| Participant deferral / active EE | $1,167 | $6,370-81.7% | $5,525-78.9% | $5,851-80.1% |
| Admin fee / account holder | $0 | $10,706-100.0% | $8,593-100.0% | $11,599-100.0% |