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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 | $19,356 | $124,175-84.4% | $108,405-82.1% | $167,553-88.4% |
| Participation rate | 50.0% | 82.3%-32.3pp | 80.1%-30.1pp | 82.1%-32.1pp |
| Annual return | 7.51% | 1380.13%-1372.6pp | 905.55%-898.0pp | 478.89%-471.4pp |
| Employer contribution / active EE | $700 | $4,188-83.3% | $3,559-80.3% | $4,840-85.5% |
| Participant deferral / active EE | $2,131 | $6,908-69.2% | $6,563-67.5% | $6,343-66.4% |
| Admin fee / account holder | $120 | $9,457-98.7% | $7,297-98.4% | $12,316-99.0% |