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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 | $14,749 | $110,410-86.6% | $102,437-85.6% | $145,897-89.9% |
| Participation rate | 60.0% | 77.9%-17.9pp | 74.5%-14.5pp | 80.3%-20.3pp |
| Annual return | 8.77% | 24.85%-16.1pp | 24.95%-16.2pp | 552.29%-543.5pp |
| Employer contribution / active EE | $3,904 | $4,217-7.4% | $3,871+0.9% | $4,663-16.3% |
| Participant deferral / active EE | $0 | $5,622-100.0% | $5,060-100.0% | $6,689-100.0% |
| Admin fee / account holder | $107 | $9,745-98.9% | $8,388-98.7% | $13,390-99.2% |