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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 | $21,722 | $156,398-86.1% | $147,318-85.3% | $138,895-84.4% |
| Participation rate | 26.1% | 83.8%-57.7pp | 82.1%-56.0pp | 79.9%-53.8pp |
| Annual return | 12.16% | 78.75%-66.6pp | 70.43%-58.3pp | 145.39%-133.2pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $259 | $8,237-96.9% | $7,906-96.7% | $6,396-96.0% |
| Admin fee / account holder | $0 | $14,976-100.0% | $13,708-100.0% | $12,562-100.0% |