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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 | $56,346 | $183,988-69.4% | $162,177-65.3% | $152,897-63.1% |
| Participation rate | 53.3% | 88.5%-35.2pp | 87.6%-34.2pp | 82.5%-29.1pp |
| Annual return | 11.42% | 150.79%-139.4pp | 115.60%-104.2pp | 345.43%-334.0pp |
| Employer contribution / active EE | $0 | $6,370-100.0% | $5,613-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,517 | $8,032-68.7% | $7,297-65.5% | $5,851-57.0% |
| Admin fee / account holder | $89 | $13,123-99.3% | $10,843-99.2% | $11,599-99.2% |