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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 | $95,404+5.3% | $113,397-11.4% | $82,637+21.5% |
| Participation rate | 46.2% | 72.8%-26.7pp | 76.5%-30.3pp | 68.1%-21.9pp |
| Annual return | 11.83% | 19.08%-7.2pp | 23.20%-11.4pp | 53.51%-41.7pp |
| Employer contribution / active EE | $783 | $2,307-66.1% | $2,977-73.7% | $2,552-69.3% |
| Participant deferral / active EE | $1,151 | $4,220-72.7% | $5,076-77.3% | $4,126-72.1% |
| Admin fee / account holder | $0 | $9,168-100.0% | $11,957-100.0% | $7,339-100.0% |