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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 | $63,437 | $132,310-52.1% | $105,754-40.0% | $273,972-76.8% |
| Participation rate | 31.8% | 83.2%-51.4pp | 78.9%-47.1pp | 83.0%-51.2pp |
| Annual return | 1.25% | 10.08%-8.8pp | 12.25%-11.0pp | 41.46%-40.2pp |
| Employer contribution / active EE | $1,095 | $4,867-77.5% | $4,079-73.2% | $4,869-77.5% |
| Participant deferral / active EE | $110 | $6,233-98.2% | $5,326-97.9% | $5,287-97.9% |
| Admin fee / account holder | $0 | $12,036-100.0% | $8,309-100.0% | $10,133-100.0% |