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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 | $223,823-64.6% | $211,142-62.5% | $154,746-48.8% |
| Participation rate | 42.9% | 87.9%-45.0pp | 87.3%-44.4pp | 80.7%-37.8pp |
| Annual return | 8.99% | 50.39%-41.4pp | 46.84%-37.8pp | 172.34%-163.3pp |
| Employer contribution / active EE | $1,499 | $6,787-77.9% | $6,442-76.7% | $4,379-65.8% |
| Participant deferral / active EE | $1,844 | $9,750-81.1% | $9,284-80.1% | $6,730-72.6% |
| Admin fee / account holder | $0 | $19,707-100.0% | $19,076-100.0% | $14,365-100.0% |