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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 | $18,646 | $110,337-83.1% | $102,383-81.8% | $145,877-87.2% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | 7.76% | 24.83%-17.1pp | 24.94%-17.2pp | 551.28%-543.5pp |
| Employer contribution / active EE | $1,422 | $4,216-66.3% | $3,870-63.3% | $4,663-69.5% |
| Participant deferral / active EE | $1,422 | $5,621-74.7% | $5,060-71.9% | $6,691-78.7% |
| Admin fee / account holder | $0 | $9,750-100.0% | $8,391-100.0% | $13,402-100.0% |