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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 | $83,893 | $159,978-47.6% | $147,041-42.9% | $145,978-42.5% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.2%-22.2pp | 80.3%-20.3pp |
| Annual return | 8.91% | 98.36%-89.4pp | 419.21%-410.3pp | 550.52%-541.6pp |
| Employer contribution / active EE | $0 | $5,288-100.0% | $4,935-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,348 | $8,429-84.0% | $8,071-83.3% | $6,690-79.8% |
| Admin fee / account holder | $221 | $15,053-98.5% | $13,006-98.3% | $13,400-98.3% |