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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 | $169,342 | $72,273+134.3% | $101,275+67.2% | $79,856+112.1% |
| Participation rate | 12.0% | 68.5%-56.5pp | 75.8%-63.8pp | 69.6%-57.6pp |
| Annual return | 8.45% | 22.30%-13.8pp | 46.48%-38.0pp | 31.71%-23.3pp |
| Employer contribution / active EE | $0 | $2,691-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,078 | $3,282-67.2% | $4,371-75.3% | $3,741-71.2% |
| Admin fee / account holder | $5 | $4,401-99.9% | $5,948-99.9% | $5,306-99.9% |