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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 | $223,823-2.7% | $211,142+3.2% | $154,746+40.8% |
| Participation rate | 33.3% | 87.9%-54.5pp | 87.3%-54.0pp | 80.7%-47.4pp |
| Annual return | 6.90% | 50.39%-43.5pp | 46.84%-39.9pp | 172.34%-165.4pp |
| Employer contribution / active EE | $1,820 | $6,787-73.2% | $6,442-71.7% | $4,379-58.4% |
| Participant deferral / active EE | $1,300 | $9,750-86.7% | $9,284-86.0% | $6,730-80.7% |
| Admin fee / account holder | $0 | $19,707-100.0% | $19,076-100.0% | $14,365-100.0% |