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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 | $63,894 | $56,054+14.0% | $171,082-62.7% | $62,881+1.6% |
| Participation rate | 29.6% | 62.9%-33.2pp | 76.7%-47.1pp | 69.3%-39.7pp |
| Annual return | 5.14% | 22.52%-17.4pp | 32.56%-27.4pp | 20.14%-15.0pp |
| Employer contribution / active EE | $392 | $1,731-77.3% | $4,002-90.2% | $2,281-82.8% |
| Participant deferral / active EE | $780 | $3,158-75.3% | $4,797-83.7% | $3,203-75.6% |
| Admin fee / account holder | $0 | $3,647-100.0% | $8,520-100.0% | $4,296-100.0% |