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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 | $120,093 | $91,019+31.9% | $392,568-69.4% | $72,976+64.6% |
| Participation rate | 45.2% | 74.4%-29.1pp | 78.1%-32.8pp | 69.5%-24.3pp |
| Annual return | 16.03% | 20.00%-4.0pp | 24.42%-8.4pp | 81.02%-65.0pp |
| Employer contribution / active EE | $5,123 | $2,751+86.2% | $3,783+35.4% | $2,440+109.9% |
| Participant deferral / active EE | $0 | $4,570-100.0% | $5,985-100.0% | $3,608-100.0% |
| Admin fee / account holder | $0 | $4,895-100.0% | $6,260-100.0% | $5,124-100.0% |