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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 | $119,249 | $103,038+15.7% | $90,324+32.0% | $152,909-22.0% |
| Participation rate | 57.1% | 75.9%-18.7pp | 73.3%-16.1pp | 82.5%-25.3pp |
| Annual return | 9.13% | 95.25%-86.1pp | 78.15%-69.0pp | 345.46%-336.3pp |
| Employer contribution / active EE | $8,765 | $3,141+179.1% | $2,856+206.9% | $4,764+84.0% |
| Participant deferral / active EE | $607 | $4,282-85.8% | $3,885-84.4% | $5,851-89.6% |
| Admin fee / account holder | $38 | $6,177-99.4% | $5,356-99.3% | $11,601-99.7% |