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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 | $97,125-90.2% | $86,233-89.0% | $137,256-93.1% |
| Participation rate | 55.6% | 74.2%-18.6pp | 69.0%-13.5pp | 80.0%-24.4pp |
| Annual return | 4.46% | 74.19%-69.7pp | 61.39%-56.9pp | 220.34%-215.9pp |
| Employer contribution / active EE | $1,605 | $2,841-43.5% | $2,504-35.9% | $4,156-61.4% |
| Participant deferral / active EE | $637 | $5,180-87.7% | $4,559-86.0% | $6,407-90.1% |
| Admin fee / account holder | $19 | $9,725-99.8% | $8,342-99.8% | $12,270-99.8% |