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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 | $79,251 | $209,336-62.1% | $197,124-59.8% | $137,256-42.3% |
| Participation rate | 42.9% | 87.3%-44.4pp | 86.7%-43.9pp | 80.0%-37.1pp |
| Annual return | 8.99% | 48.09%-39.1pp | 44.34%-35.4pp | 220.34%-211.3pp |
| Employer contribution / active EE | $1,499 | $6,591-77.3% | $6,227-75.9% | $4,156-63.9% |
| Participant deferral / active EE | $1,844 | $9,614-80.8% | $9,135-79.8% | $6,407-71.2% |
| Admin fee / account holder | $0 | $17,308-100.0% | $16,298-100.0% | $12,270-100.0% |