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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 | $19,888 | $77,908-74.5% | $149,696-86.7% | $75,173-73.5% |
| Participation rate | 67.6% | 65.6%+2.0pp | 78.8%-11.2pp | 67.2%+0.4pp |
| Annual return | 13.18% | 31.73%-18.5pp | 134.46%-121.3pp | 160.72%-147.5pp |
| Employer contribution / active EE | $1,534 | $3,138-51.1% | $4,821-68.2% | $2,671-42.6% |
| Participant deferral / active EE | $16 | $3,411-99.5% | $5,682-99.7% | $4,126-99.6% |
| Admin fee / account holder | $278 | $5,950-95.3% | $13,212-97.9% | $5,651-95.1% |