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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 | $139,948-74.8% | $121,663-71.0% | $154,746-77.2% |
| Participation rate | 62.5% | 78.0%-15.5pp | 74.5%-12.0pp | 80.7%-18.2pp |
| Annual return | 3.17% | 230.52%-227.3pp | 147.54%-144.4pp | 172.34%-169.2pp |
| Employer contribution / active EE | $3,779 | $3,521+7.3% | $3,020+25.1% | $4,379-13.7% |
| Participant deferral / active EE | $0 | $5,629-100.0% | $4,887-100.0% | $6,730-100.0% |
| Admin fee / account holder | $131 | $17,321-99.2% | $14,289-99.1% | $14,365-99.1% |