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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 | $100,415 | $95,453+5.2% | $112,040-10.4% | $82,448+21.8% |
| Participation rate | 46.2% | 72.8%-26.6pp | 76.5%-30.3pp | 68.1%-21.9pp |
| Annual return | 11.83% | 23.92%-12.1pp | 24.52%-12.7pp | 41.64%-29.8pp |
| Employer contribution / active EE | $783 | $2,318-66.2% | $2,954-73.5% | $2,551-69.3% |
| Participant deferral / active EE | $1,151 | $4,224-72.7% | $5,098-77.4% | $4,139-72.2% |
| Admin fee / account holder | $0 | $9,013-100.0% | $12,098-100.0% | $7,234-100.0% |