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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 | $79,670 | $103,008-22.7% | $90,304-11.8% | $152,897-47.9% |
| Participation rate | 12.5% | 75.9%-63.4pp | 73.3%-60.8pp | 82.5%-70.0pp |
| Annual return | 3.92% | 95.22%-91.3pp | 78.13%-74.2pp | 345.43%-341.5pp |
| Employer contribution / active EE | $416 | $3,139-86.7% | $2,855-85.4% | $4,764-91.3% |
| Participant deferral / active EE | $520 | $4,281-87.9% | $3,885-86.6% | $5,851-91.1% |
| Admin fee / account holder | $0 | $6,175-100.0% | $5,354-100.0% | $11,599-100.0% |