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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 | $66,107 | $117,895-43.9% | $102,460-35.5% | $145,897-54.7% |
| Participation rate | 46.7% | 78.6%-32.0pp | 76.5%-29.8pp | 80.3%-33.6pp |
| Annual return | 7.90% | 31.92%-24.0pp | 29.47%-21.6pp | 552.29%-544.4pp |
| Employer contribution / active EE | $885 | $3,619-75.6% | $3,025-70.8% | $4,663-81.0% |
| Participant deferral / active EE | $1,555 | $5,736-72.9% | $5,056-69.2% | $6,689-76.7% |
| Admin fee / account holder | $134 | $13,353-99.0% | $9,460-98.6% | $13,390-99.0% |