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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 | $13,426 | $110,410-87.8% | $102,437-86.9% | $145,897-90.8% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 8.57% | 24.85%-16.3pp | 24.95%-16.4pp | 552.29%-543.7pp |
| Employer contribution / active EE | $2,064 | $4,217-51.1% | $3,871-46.7% | $4,663-55.7% |
| Participant deferral / active EE | $216 | $5,622-96.1% | $5,060-95.7% | $6,689-96.8% |
| Admin fee / account holder | $173 | $9,745-98.2% | $8,388-97.9% | $13,390-98.7% |