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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 | $65,996 | $108,911-39.4% | $100,392-34.3% | $145,884-54.8% |
| Participation rate | 28.6% | 83.0%-54.4pp | 81.5%-52.9pp | 80.3%-51.7pp |
| Annual return | 8.22% | 58.23%-50.0pp | 49.45%-41.2pp | 551.85%-543.6pp |
| Employer contribution / active EE | $526 | $4,420-88.1% | $3,941-86.7% | $4,662-88.7% |
| Participant deferral / active EE | $1,174 | $8,459-86.1% | $8,090-85.5% | $6,690-82.5% |
| Admin fee / account holder | $0 | $9,698-100.0% | $7,904-100.0% | $13,392-100.0% |