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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 | $27,837 | $217,432-87.2% | $185,849-85.0% | $167,536-83.4% |
| Participation rate | 42.9% | 86.1%-43.2pp | 81.7%-38.9pp | 82.1%-39.3pp |
| Annual return | 4.37% | 148.42%-144.0pp | 122.10%-117.7pp | 478.82%-474.4pp |
| Employer contribution / active EE | $0 | $5,875-100.0% | $5,169-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $587 | $6,357-90.8% | $5,569-89.5% | $6,342-90.7% |
| Admin fee / account holder | $120 | $19,818-99.4% | $16,244-99.3% | $12,315-99.0% |