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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 | $26,403 | $106,008-75.1% | $92,240-71.4% | $147,586-82.1% |
| Participation rate | 33.3% | 80.4%-47.1pp | 76.5%-43.1pp | 82.8%-49.5pp |
| Annual return | 6.30% | 50.05%-43.7pp | 176.29%-170.0pp | 578.59%-572.3pp |
| Employer contribution / active EE | $746 | $4,333-82.8% | $3,680-79.7% | $4,876-84.7% |
| Participant deferral / active EE | $932 | $4,478-79.2% | $3,897-76.1% | $5,439-82.9% |
| Admin fee / account holder | $113 | $6,333-98.2% | $5,194-97.8% | $10,886-99.0% |