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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 | $60,595 | $109,904-44.9% | $97,167-37.6% | $145,959-58.5% |
| Participation rate | 11.1% | 75.9%-64.8pp | 72.7%-61.6pp | 80.3%-69.2pp |
| Annual return | 5.15% | 243.43%-238.3pp | 75.27%-70.1pp | 561.95%-556.8pp |
| Employer contribution / active EE | $356 | $3,084-88.5% | $2,729-87.0% | $4,661-92.4% |
| Participant deferral / active EE | $444 | $4,676-90.5% | $4,264-89.6% | $6,689-93.4% |
| Admin fee / account holder | $63 | $6,216-99.0% | $5,650-98.9% | $13,398-99.5% |