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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 | $21,778 | $110,093-80.2% | $97,295-77.6% | $145,897-85.1% |
| Participation rate | 60.0% | 75.9%-15.9pp | 72.7%-12.7pp | 80.3%-20.3pp |
| Annual return | 5.70% | 244.76%-239.1pp | 75.62%-69.9pp | 552.29%-546.6pp |
| Employer contribution / active EE | $5,000 | $3,077+62.5% | $2,723+83.6% | $4,663+7.2% |
| Participant deferral / active EE | $0 | $4,678-100.0% | $4,264-100.0% | $6,689-100.0% |
| Admin fee / account holder | $203 | $6,212-96.7% | $5,646-96.4% | $13,390-98.5% |