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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 | $56,323 | $68,097-17.3% | $62,929-10.5% | $137,256-59.0% |
| Participation rate | 37.5% | 77.4%-39.9pp | 73.1%-35.6pp | 80.0%-42.5pp |
| Annual return | 7.68% | 1859.11%-1851.4pp | 1063.93%-1056.2pp | 220.34%-212.7pp |
| Employer contribution / active EE | $1,849 | $2,811-34.2% | $2,505-26.2% | $4,156-55.5% |
| Participant deferral / active EE | $614 | $4,553-86.5% | $3,888-84.2% | $6,407-90.4% |
| Admin fee / account holder | $185 | $6,521-97.2% | $5,065-96.4% | $12,270-98.5% |