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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 | $21,755 | $127,387-82.9% | $115,038-81.1% | $125,389-82.7% |
| Participation rate | 66.7% | 84.2%-17.5pp | 81.4%-14.7pp | 83.2%-16.5pp |
| Annual return | -5.27% | 31.28%-36.5pp | 26.14%-31.4pp | 282.24%-287.5pp |
| Employer contribution / active EE | $2,073 | $5,166-59.9% | $4,608-55.0% | $4,866-57.4% |
| Participant deferral / active EE | $940 | $6,423-85.4% | $6,026-84.4% | $5,352-82.4% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,541-100.0% |