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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 | $43,645 | $55,472-21.3% | $155,567-71.9% | $74,546-41.5% |
| Participation rate | 15.1% | 61.9%-46.8pp | 78.2%-63.1pp | 67.2%-52.1pp |
| Annual return | 5.24% | 268.72%-263.5pp | 64.74%-59.5pp | 1366.03%-1360.8pp |
| Employer contribution / active EE | $387 | $2,269-82.9% | $4,674-91.7% | $2,624-85.3% |
| Participant deferral / active EE | $388 | $2,838-86.3% | $5,628-93.1% | $4,347-91.1% |
| Admin fee / account holder | $194 | $1,743-88.8% | $15,916-98.8% | $1,944-90.0% |