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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 | $12,443 | $100,970-87.7% | $96,576-87.1% | $137,256-90.9% |
| Participation rate | 16.7% | 82.6%-65.9pp | 81.4%-64.8pp | 80.0%-63.3pp |
| Annual return | 10.79% | 38.16%-27.4pp | 38.47%-27.7pp | 220.34%-209.5pp |
| Employer contribution / active EE | $122 | $3,809-96.8% | $3,553-96.6% | $4,156-97.1% |
| Participant deferral / active EE | $419 | $8,286-94.9% | $7,956-94.7% | $6,407-93.5% |
| Admin fee / account holder | $106 | $11,312-99.1% | $11,381-99.1% | $12,270-99.1% |