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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 | $94,201 | $228,352-58.7% | $185,835-49.3% | $158,966-40.7% |
| Participation rate | 33.3% | 82.3%-49.0pp | 78.0%-44.7pp | 82.0%-48.6pp |
| Annual return | 2.20% | 40.81%-38.6pp | 35.96%-33.8pp | 302.95%-300.7pp |
| Employer contribution / active EE | $933 | $4,967-81.2% | $4,087-77.2% | $4,762-80.4% |
| Participant deferral / active EE | $1,167 | $6,416-81.8% | $5,633-79.3% | $5,983-80.5% |
| Admin fee / account holder | $194 | $11,867-98.4% | $9,502-98.0% | $11,250-98.3% |