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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 | $39,303 | $136,860-71.3% | $120,344-67.3% | $154,746-74.6% |
| Participation rate | 62.5% | 79.9%-17.4pp | 76.7%-14.2pp | 80.7%-18.2pp |
| Annual return | 6.77% | 21.38%-14.6pp | 20.30%-13.5pp | 172.34%-165.6pp |
| Employer contribution / active EE | $1,204 | $3,533-65.9% | $3,020-60.1% | $4,379-72.5% |
| Participant deferral / active EE | $1,579 | $5,793-72.7% | $5,135-69.2% | $6,730-76.5% |
| Admin fee / account holder | $3 | $15,393-100.0% | $12,742-100.0% | $14,365-100.0% |