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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 | $18,300 | $127,296-85.6% | $109,907-83.3% | $167,536-89.1% |
| Participation rate | 28.6% | 77.9%-49.3pp | 74.2%-45.7pp | 82.1%-53.5pp |
| Annual return | 6.53% | 22.97%-16.4pp | 29.46%-22.9pp | 478.82%-472.3pp |
| Employer contribution / active EE | $300 | $3,325-91.0% | $2,844-89.5% | $4,839-93.8% |
| Participant deferral / active EE | $343 | $4,513-92.4% | $4,047-91.5% | $6,342-94.6% |
| Admin fee / account holder | $129 | $7,119-98.2% | $6,069-97.9% | $12,315-99.0% |