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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 | $148,896 | $71,192+109.1% | $117,861+26.3% | $62,293+139.0% |
| Participation rate | 28.4% | 74.2%-45.8pp | 79.7%-51.3pp | 69.5%-41.1pp |
| Annual return | 3.26% | 18.66%-15.4pp | 335.11%-331.8pp | 28.90%-25.6pp |
| Employer contribution / active EE | $0 | $1,934-100.0% | $3,786-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $161 | $3,189-95.0% | $4,482-96.4% | $3,169-94.9% |
| Admin fee / account holder | $141 | $587-76.0% | $8,021-98.2% | $479-70.6% |