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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 | $81,956 | $223,823-63.4% | $211,142-61.2% | $154,746-47.0% |
| Participation rate | 61.5% | 87.9%-26.3pp | 87.3%-25.8pp | 80.7%-19.2pp |
| Annual return | 8.46% | 50.39%-41.9pp | 46.84%-38.4pp | 172.34%-163.9pp |
| Employer contribution / active EE | $0 | $6,787-100.0% | $6,442-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,516 | $9,750-74.2% | $9,284-72.9% | $6,730-62.6% |
| Admin fee / account holder | $0 | $19,707-100.0% | $19,076-100.0% | $14,365-100.0% |