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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 | $50,605 | $107,733-53.0% | $92,985-45.6% | $154,746-67.3% |
| Participation rate | 66.7% | 74.6%-7.9pp | 69.5%-2.8pp | 80.7%-14.0pp |
| Annual return | 6.91% | 30.39%-23.5pp | 27.99%-21.1pp | 172.34%-165.4pp |
| Employer contribution / active EE | $756 | $3,126-75.8% | $2,662-71.6% | $4,379-82.7% |
| Participant deferral / active EE | $994 | $5,053-80.3% | $4,377-77.3% | $6,730-85.2% |
| Admin fee / account holder | $46 | $11,369-99.6% | $9,463-99.5% | $14,365-99.7% |