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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 | $217,829 | $209,336+4.1% | $197,124+10.5% | $137,256+58.7% |
| Participation rate | 33.3% | 87.3%-54.0pp | 86.7%-53.4pp | 80.0%-46.6pp |
| Annual return | 6.90% | 48.09%-41.2pp | 44.34%-37.4pp | 220.34%-213.4pp |
| Employer contribution / active EE | $1,820 | $6,591-72.4% | $6,227-70.8% | $4,156-56.2% |
| Participant deferral / active EE | $1,300 | $9,614-86.5% | $9,135-85.8% | $6,407-79.7% |
| Admin fee / account holder | $0 | $17,308-100.0% | $16,298-100.0% | $12,270-100.0% |