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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 | $73,421-23.3% | $66,439-15.2% | $155,188-63.7% |
| Participation rate | 37.5% | 79.7%-42.2pp | 74.5%-37.0pp | 80.8%-43.3pp |
| Annual return | 7.68% | 1382.37%-1374.7pp | 757.66%-750.0pp | 148.84%-141.2pp |
| Employer contribution / active EE | $1,849 | $3,039-39.2% | $2,637-29.9% | $4,248-56.5% |
| Participant deferral / active EE | $614 | $4,680-86.9% | $3,876-84.2% | $6,531-90.6% |
| Admin fee / account holder | $185 | $8,856-97.9% | $6,173-97.0% | $14,480-98.7% |