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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 | $9,498 | $108,882-91.3% | $96,754-90.2% | $154,746-93.9% |
| Participation rate | 55.6% | 75.1%-19.5pp | 70.3%-14.7pp | 80.7%-25.1pp |
| Annual return | 4.46% | 98.39%-93.9pp | 82.04%-77.6pp | 172.34%-167.9pp |
| Employer contribution / active EE | $1,605 | $3,018-46.8% | $2,679-40.1% | $4,379-63.4% |
| Participant deferral / active EE | $637 | $5,323-88.0% | $4,758-86.6% | $6,730-90.5% |
| Admin fee / account holder | $19 | $10,200-99.8% | $8,905-99.8% | $14,365-99.9% |