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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 | $110,093-45.0% | $97,295-37.7% | $145,897-58.5% |
| Participation rate | 11.1% | 75.9%-64.8pp | 72.7%-61.5pp | 80.3%-69.2pp |
| Annual return | 5.15% | 244.76%-239.6pp | 75.62%-70.5pp | 552.29%-547.1pp |
| Employer contribution / active EE | $356 | $3,077-88.4% | $2,723-86.9% | $4,663-92.4% |
| Participant deferral / active EE | $444 | $4,678-90.5% | $4,264-89.6% | $6,689-93.4% |
| Admin fee / account holder | $63 | $6,212-99.0% | $5,646-98.9% | $13,390-99.5% |