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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 | $63,701 | $93,598-31.9% | $135,974-53.2% | $75,173-15.3% |
| Participation rate | 69.2% | 75.2%-6.0pp | 81.9%-12.7pp | 67.2%+2.0pp |
| Annual return | 14.83% | 30.89%-16.1pp | 68.30%-53.5pp | 160.72%-145.9pp |
| Employer contribution / active EE | $5,077 | $3,538+43.5% | $4,859+4.5% | $2,671+90.1% |
| Participant deferral / active EE | $1,961 | $6,405-69.4% | $7,760-74.7% | $4,126-52.5% |
| Admin fee / account holder | $60 | $6,978-99.1% | $10,767-99.4% | $5,651-98.9% |