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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 | $227,291-63.9% | $214,702-61.8% | $155,188-47.2% |
| Participation rate | 61.5% | 88.0%-26.4pp | 87.5%-25.9pp | 80.8%-19.3pp |
| Annual return | 8.46% | 60.08%-51.6pp | 54.55%-46.1pp | 148.84%-140.4pp |
| Employer contribution / active EE | $0 | $6,772-100.0% | $6,461-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $2,516 | $9,582-73.7% | $9,147-72.5% | $6,531-61.5% |
| Admin fee / account holder | $0 | $20,413-100.0% | $19,830-100.0% | $14,480-100.0% |