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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 | $76,368-26.2% | $67,681-16.8% | $154,746-63.6% |
| Participation rate | 37.5% | 79.0%-41.5pp | 73.7%-36.2pp | 80.7%-43.2pp |
| Annual return | 7.68% | 1066.77%-1059.1pp | 590.58%-582.9pp | 172.34%-164.7pp |
| Employer contribution / active EE | $1,849 | $3,151-41.3% | $2,678-31.0% | $4,379-57.8% |
| Participant deferral / active EE | $614 | $4,824-87.3% | $3,976-84.5% | $6,730-90.9% |
| Admin fee / account holder | $185 | $8,559-97.8% | $6,100-97.0% | $14,365-98.7% |