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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 | $47,454 | $183,539-74.1% | $155,556-69.5% | $145,897-67.5% |
| Participation rate | 10.5% | 82.7%-72.2pp | 78.2%-67.7pp | 80.3%-69.8pp |
| Annual return | 7.66% | 61.31%-53.6pp | 64.84%-57.2pp | 552.29%-544.6pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,675-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,805 | $6,467-72.1% | $5,631-67.9% | $6,689-73.0% |
| Admin fee / account holder | $112 | $19,275-99.4% | $15,885-99.3% | $13,390-99.2% |