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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 | $99,013 | $29,319+237.7% | $52,425+88.9% | $82,448+20.1% |
| Participation rate | 19.4% | 46.9%-27.4pp | 55.6%-36.2pp | 68.1%-48.6pp |
| Annual return | 12.62% | 535.20%-522.6pp | 302.12%-289.5pp | 41.64%-29.0pp |
| Employer contribution / active EE | $339 | $586-42.1% | $914-62.9% | $2,551-86.7% |
| Participant deferral / active EE | $156 | $1,171-86.7% | $1,790-91.3% | $4,139-96.2% |
| Admin fee / account holder | $13 | $1,962-99.4% | $2,495-99.5% | $7,234-99.8% |