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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 | $211,288-57.7% | $178,540-49.9% | $145,884-38.7% |
| Participation rate | 31.3% | 80.8%-49.6pp | 77.1%-45.9pp | 80.3%-49.1pp |
| Annual return | 4.05% | 30.27%-26.2pp | 27.15%-23.1pp | 551.85%-547.8pp |
| Employer contribution / active EE | $636 | $4,574-86.1% | $3,953-83.9% | $4,662-86.4% |
| Participant deferral / active EE | $907 | $6,967-87.0% | $6,281-85.6% | $6,690-86.4% |
| Admin fee / account holder | $217 | $12,105-98.2% | $10,424-97.9% | $13,392-98.4% |