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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 | $55,006 | $156,398-64.8% | $147,318-62.7% | $138,895-60.4% |
| Participation rate | 33.3% | 83.8%-50.4pp | 82.1%-48.7pp | 79.9%-46.6pp |
| Annual return | 8.91% | 78.75%-69.8pp | 70.43%-61.5pp | 145.39%-136.5pp |
| Employer contribution / active EE | $1,181 | $4,853-75.7% | $4,593-74.3% | $4,194-71.9% |
| Participant deferral / active EE | $1,435 | $8,237-82.6% | $7,906-81.9% | $6,396-77.6% |
| Admin fee / account holder | $20 | $14,976-99.9% | $13,708-99.9% | $12,562-99.8% |