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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 | $37,783 | $108,882-65.3% | $96,754-60.9% | $154,746-75.6% |
| Participation rate | 23.5% | 75.1%-51.6pp | 70.3%-46.7pp | 80.7%-57.2pp |
| Annual return | 4.35% | 98.39%-94.0pp | 82.04%-77.7pp | 172.34%-168.0pp |
| Employer contribution / active EE | $541 | $3,018-82.1% | $2,679-79.8% | $4,379-87.6% |
| Participant deferral / active EE | $541 | $5,323-89.8% | $4,758-88.6% | $6,730-92.0% |
| Admin fee / account holder | $34 | $10,200-99.7% | $8,905-99.6% | $14,365-99.8% |