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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 | $28,624+245.9% | $53,647+84.6% | $82,637+19.8% |
| Participation rate | 19.4% | 47.3%-27.8pp | 56.3%-36.8pp | 68.1%-48.6pp |
| Annual return | 12.62% | 664.98%-652.4pp | 358.33%-345.7pp | 53.51%-40.9pp |
| Employer contribution / active EE | $339 | $637-46.7% | $962-64.7% | $2,552-86.7% |
| Participant deferral / active EE | $156 | $1,196-87.0% | $1,813-91.4% | $4,126-96.2% |
| Admin fee / account holder | $13 | $2,022-99.4% | $2,460-99.5% | $7,339-99.8% |