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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 | $85,573 | $106,749-19.8% | $145,433-41.2% | $82,448+3.8% |
| Participation rate | 23.3% | 75.6%-52.3pp | 82.1%-58.8pp | 68.1%-44.7pp |
| Annual return | 12.84% | 27.59%-14.7pp | 66.58%-53.7pp | 41.64%-28.8pp |
| Employer contribution / active EE | $925 | $3,444-73.2% | $4,554-79.7% | $2,551-63.8% |
| Participant deferral / active EE | $1,871 | $6,519-71.3% | $7,897-76.3% | $4,139-54.8% |
| Admin fee / account holder | $34 | $8,390-99.6% | $13,129-99.7% | $7,234-99.5% |