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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 | $89,387 | $210,698-57.6% | $178,014-49.8% | $145,959-38.8% |
| Participation rate | 31.3% | 80.8%-49.5pp | 77.1%-45.8pp | 80.3%-49.0pp |
| Annual return | 4.05% | 386.27%-382.2pp | 294.80%-290.8pp | 561.95%-557.9pp |
| Employer contribution / active EE | $636 | $4,567-86.1% | $3,950-83.9% | $4,661-86.4% |
| Participant deferral / active EE | $907 | $6,958-87.0% | $6,276-85.5% | $6,689-86.4% |
| Admin fee / account holder | $217 | $12,016-98.2% | $10,362-97.9% | $13,398-98.4% |