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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 | $95,423 | $110,379-13.5% | $102,412-6.8% | $145,884-34.6% |
| Participation rate | 57.1% | 77.9%-20.8pp | 74.5%-17.4pp | 80.3%-23.2pp |
| Annual return | 4.98% | 24.84%-19.9pp | 24.94%-20.0pp | 551.85%-546.9pp |
| Employer contribution / active EE | $866 | $4,216-79.5% | $3,870-77.6% | $4,662-81.4% |
| Participant deferral / active EE | $1,325 | $5,622-76.4% | $5,060-73.8% | $6,690-80.2% |
| Admin fee / account holder | $153 | $9,745-98.4% | $8,388-98.2% | $13,392-98.9% |