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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 | $47,506 | $110,278-56.9% | $95,740-50.4% | $139,466-65.9% |
| Participation rate | 66.7% | 75.7%-9.1pp | 72.3%-5.6pp | 80.3%-13.7pp |
| Annual return | 8.50% | 27.19%-18.7pp | 28.41%-19.9pp | 373.66%-365.2pp |
| Employer contribution / active EE | $520 | $3,260-84.1% | $2,836-81.7% | $4,754-89.1% |
| Participant deferral / active EE | $520 | $4,674-88.9% | $4,244-87.7% | $6,712-92.3% |
| Admin fee / account holder | $0 | $6,613-100.0% | $5,676-100.0% | $11,409-100.0% |