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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 | $26,089 | $60,139-56.6% | $90,461-71.2% | $79,856-67.3% |
| Participation rate | 69.0% | 65.0%+4.0pp | 72.7%-3.7pp | 69.6%-0.7pp |
| Annual return | 4.50% | 71.96%-67.5pp | 1294.76%-1290.3pp | 31.71%-27.2pp |
| Employer contribution / active EE | $255 | $2,069-87.7% | $3,264-92.2% | $2,471-89.7% |
| Participant deferral / active EE | $649 | $2,939-77.9% | $3,964-83.6% | $3,741-82.6% |
| Admin fee / account holder | $143 | $3,978-96.4% | $5,617-97.5% | $5,306-97.3% |