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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 | $35,762 | $56,438-36.6% | $76,902-53.5% | $71,529-50.0% |
| Participation rate | 21.4% | 64.3%-42.9pp | 69.6%-48.2pp | 67.9%-46.6pp |
| Annual return | 13.39% | 19.05%-5.7pp | 37.91%-24.5pp | 28.97%-15.6pp |
| Employer contribution / active EE | $645 | $1,864-65.4% | $2,534-74.5% | $2,590-75.1% |
| Participant deferral / active EE | $875 | $3,136-72.1% | $3,833-77.2% | $4,291-79.6% |
| Admin fee / account holder | $0 | $1,430-100.0% | $5,479-100.0% | $1,588-100.0% |