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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 | $27,173 | $25,014+8.6% | $69,701-61.0% | $80,874-66.4% |
| Participation rate | 34.4% | 64.2%-29.9pp | 66.4%-32.1pp | 67.6%-33.3pp |
| Annual return | 7.41% | 19.07%-11.7pp | 100.32%-92.9pp | 35.62%-28.2pp |
| Employer contribution / active EE | $638 | $993-35.7% | $1,713-62.7% | $2,756-76.8% |
| Participant deferral / active EE | $638 | $1,839-65.3% | $2,887-77.9% | $4,297-85.1% |
| Admin fee / account holder | $1 | $2,488-100.0% | $4,717-100.0% | $6,935-100.0% |