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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 | $26,838 | $148,629-81.9% | $135,982-80.3% | $139,487-80.8% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.3pp | 80.3%-13.7pp |
| Annual return | 8.56% | 79.33%-70.8pp | 68.32%-59.8pp | 373.84%-365.3pp |
| Employer contribution / active EE | $8,446 | $5,247+61.0% | $4,859+73.8% | $4,755+77.6% |
| Participant deferral / active EE | $0 | $8,102-100.0% | $7,760-100.0% | $6,713-100.0% |
| Admin fee / account holder | $168 | $12,406-98.6% | $10,767-98.4% | $11,407-98.5% |