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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 | $77,894 | $69,511+12.1% | $94,672-17.7% | $71,529+8.9% |
| Participation rate | 42.2% | 78.4%-36.3pp | 80.8%-38.7pp | 67.9%-25.8pp |
| Annual return | 14.61% | 29.67%-15.1pp | 156.89%-142.3pp | 28.97%-14.4pp |
| Employer contribution / active EE | $0 | $2,853-100.0% | $3,673-100.0% | $2,590-100.0% |
| Participant deferral / active EE | $2,280 | $7,348-69.0% | $7,417-69.3% | $4,291-46.9% |
| Admin fee / account holder | $272 | $1,211-77.6% | $7,222-96.2% | $1,588-82.9% |