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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 | $30,430 | $176,105-82.7% | $159,474-80.9% | $167,536-81.8% |
| Participation rate | 52.2% | 85.0%-32.8pp | 82.8%-30.7pp | 82.1%-29.9pp |
| Annual return | 8.83% | 331.91%-323.1pp | 263.68%-254.8pp | 478.82%-470.0pp |
| Employer contribution / active EE | $4,348 | $5,299-17.9% | $4,831-10.0% | $4,839-10.2% |
| Participant deferral / active EE | $2,298 | $7,751-70.3% | $7,353-68.7% | $6,342-63.8% |
| Admin fee / account holder | $173 | $12,559-98.6% | $10,802-98.4% | $12,315-98.6% |