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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 | $63,132 | $97,289-35.1% | $92,805-32.0% | $155,188-59.3% |
| Participation rate | 42.9% | 84.2%-41.3pp | 83.5%-40.7pp | 80.8%-37.9pp |
| Annual return | 8.33% | 29.03%-20.7pp | 31.59%-23.3pp | 148.84%-140.5pp |
| Employer contribution / active EE | $1,201 | $3,632-66.9% | $3,424-64.9% | $4,248-71.7% |
| Participant deferral / active EE | $1,698 | $8,795-80.7% | $8,448-79.9% | $6,531-74.0% |
| Admin fee / account holder | $5 | $12,015-100.0% | $10,911-100.0% | $14,480-100.0% |