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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 | $62,585 | $209,336-70.1% | $197,124-68.3% | $137,256-54.4% |
| Participation rate | 45.5% | 87.3%-41.8pp | 86.7%-41.3pp | 80.0%-34.5pp |
| Annual return | 5.50% | 48.09%-42.6pp | 44.34%-38.8pp | 220.34%-214.8pp |
| Employer contribution / active EE | $0 | $6,591-100.0% | $6,227-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,241 | $9,614-87.1% | $9,135-86.4% | $6,407-80.6% |
| Admin fee / account holder | $0 | $17,308-100.0% | $16,298-100.0% | $12,270-100.0% |