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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 | $35,228 | $132,634-73.4% | $115,768-69.6% | $137,256-74.3% |
| Participation rate | 62.5% | 77.9%-15.4pp | 74.4%-11.9pp | 80.0%-17.5pp |
| Annual return | 3.17% | 160.70%-157.5pp | 100.46%-97.3pp | 220.34%-217.2pp |
| Employer contribution / active EE | $3,779 | $3,360+12.5% | $2,940+28.5% | $4,156-9.1% |
| Participant deferral / active EE | $0 | $5,619-100.0% | $4,917-100.0% | $6,407-100.0% |
| Admin fee / account holder | $131 | $15,028-99.1% | $12,439-98.9% | $12,270-98.9% |