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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 | $71,115 | $87,733-18.9% | $106,554-33.3% | $85,851-17.2% |
| Participation rate | 30.3% | 71.9%-41.6pp | 76.1%-45.8pp | 69.3%-39.0pp |
| Annual return | 3.77% | 21.86%-18.1pp | 26.80%-23.0pp | 318.63%-314.9pp |
| Employer contribution / active EE | $0 | $2,073-100.0% | $2,819-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,412 | $3,469-59.3% | $4,398-67.9% | $3,952-64.3% |
| Admin fee / account holder | $0 | $6,767-100.0% | $7,408-100.0% | $6,261-100.0% |