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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 | $26,747 | $228,395-88.3% | $185,861-85.6% | $158,982-83.2% |
| Participation rate | 66.7% | 82.3%-15.6pp | 78.0%-11.4pp | 82.0%-15.3pp |
| Annual return | 4.44% | 40.82%-36.4pp | 35.96%-31.5pp | 302.99%-298.6pp |
| Employer contribution / active EE | $1,167 | $4,968-76.5% | $4,088-71.5% | $4,763-75.5% |
| Participant deferral / active EE | $1,184 | $6,417-81.5% | $5,634-79.0% | $5,983-80.2% |
| Admin fee / account holder | $277 | $11,869-97.7% | $9,503-97.1% | $11,252-97.5% |