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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 | $60,058 | $85,766-30.0% | $136,298-55.9% | $70,126-14.4% |
| Participation rate | 53.2% | 74.2%-20.9pp | 81.9%-28.7pp | 69.5%-16.3pp |
| Annual return | 10.95% | 31.46%-20.5pp | 5156.27%-5145.3pp | 73.15%-62.2pp |
| Employer contribution / active EE | $512 | $2,966-82.7% | $4,696-89.1% | $2,343-78.1% |
| Participant deferral / active EE | $2,069 | $5,051-59.0% | $6,247-66.9% | $3,332-37.9% |
| Admin fee / account holder | $125 | $5,421-97.7% | $9,244-98.6% | $4,645-97.3% |