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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 | $45,356 | $125,237-63.8% | $105,608-57.1% | $145,877-68.9% |
| Participation rate | 14.3% | 77.7%-63.4pp | 75.3%-61.0pp | 80.3%-66.0pp |
| Annual return | 8.11% | 225.76%-217.7pp | 116.50%-108.4pp | 551.28%-543.2pp |
| Employer contribution / active EE | $0 | $3,720-100.0% | $3,167-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $389 | $5,711-93.2% | $5,010-92.2% | $6,691-94.2% |
| Admin fee / account holder | $283 | $17,287-98.4% | $11,028-97.4% | $13,402-97.9% |