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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 | $39,132 | $185,312-78.9% | $161,489-75.8% | $154,746-74.7% |
| Participation rate | 28.6% | 82.5%-53.9pp | 78.7%-50.1pp | 80.7%-52.1pp |
| Annual return | 6.56% | 103.84%-97.3pp | 89.72%-83.2pp | 172.34%-165.8pp |
| Employer contribution / active EE | $0 | $4,769-100.0% | $4,268-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $137 | $6,350-97.8% | $5,630-97.6% | $6,730-98.0% |
| Admin fee / account holder | $169 | $18,654-99.1% | $16,006-98.9% | $14,365-98.8% |