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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 | $248,107 | $148,629+66.9% | $135,982+82.5% | $139,487+77.9% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.3pp | 80.3%-13.7pp |
| Annual return | 1.32% | 79.33%-78.0pp | 68.32%-67.0pp | 373.84%-372.5pp |
| Employer contribution / active EE | $1,913 | $5,247-63.5% | $4,859-60.6% | $4,755-59.8% |
| Participant deferral / active EE | $2,056 | $8,102-74.6% | $7,760-73.5% | $6,713-69.4% |
| Admin fee / account holder | $61 | $12,406-99.5% | $10,767-99.4% | $11,407-99.5% |