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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 | $195,009 | $201,372-3.2% | $184,260+5.8% | $145,884+33.7% |
| Participation rate | 33.3% | 87.5%-54.2pp | 86.8%-53.5pp | 80.3%-47.0pp |
| Annual return | 5.48% | 29.04%-23.6pp | 28.84%-23.4pp | 551.85%-546.4pp |
| Employer contribution / active EE | $1,820 | $7,024-74.1% | $6,427-71.7% | $4,662-61.0% |
| Participant deferral / active EE | $1,300 | $9,808-86.7% | $9,133-85.8% | $6,690-80.6% |
| Admin fee / account holder | $0 | $16,362-100.0% | $13,898-100.0% | $13,392-100.0% |