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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 | $14,384 | $109,904-86.9% | $97,167-85.2% | $145,959-90.1% |
| Participation rate | 66.7% | 75.9%-9.3pp | 72.7%-6.0pp | 80.3%-13.6pp |
| Annual return | 3.23% | 243.43%-240.2pp | 75.27%-72.0pp | 561.95%-558.7pp |
| Employer contribution / active EE | $3,915 | $3,084+26.9% | $2,729+43.4% | $4,661-16.0% |
| Participant deferral / active EE | $0 | $4,676-100.0% | $4,264-100.0% | $6,689-100.0% |
| Admin fee / account holder | $0 | $6,216-100.0% | $5,650-100.0% | $13,398-100.0% |