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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 | $55,337 | $148,623-62.8% | $135,974-59.3% | $139,466-60.3% |
| Participation rate | 26.7% | 83.9%-57.2pp | 81.9%-55.3pp | 80.3%-53.7pp |
| Annual return | 10.50% | 79.30%-68.8pp | 68.30%-57.8pp | 373.66%-363.2pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,859-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $948 | $8,103-88.3% | $7,760-87.8% | $6,712-85.9% |
| Admin fee / account holder | $20 | $12,406-99.8% | $10,767-99.8% | $11,409-99.8% |