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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 | $109,904-80.2% | $97,167-77.6% | $145,959-85.1% |
| Participation rate | 60.0% | 75.9%-15.9pp | 72.7%-12.7pp | 80.3%-20.3pp |
| Annual return | 5.70% | 243.43%-237.7pp | 75.27%-69.6pp | 561.95%-556.2pp |
| Employer contribution / active EE | $5,000 | $3,084+62.1% | $2,729+83.2% | $4,661+7.3% |
| Participant deferral / active EE | $0 | $4,676-100.0% | $4,264-100.0% | $6,689-100.0% |
| Admin fee / account holder | $203 | $6,216-96.7% | $5,650-96.4% | $13,398-98.5% |