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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 | $33,787 | $85,171-60.3% | $172,752-80.4% | $72,975-53.7% |
| Participation rate | 13.7% | 70.1%-56.3pp | 82.6%-68.9pp | 69.5%-55.8pp |
| Annual return | 7.85% | 27.32%-19.5pp | 802.97%-795.1pp | 81.01%-73.2pp |
| Employer contribution / active EE | $550 | $3,324-83.4% | $5,144-89.3% | $2,440-77.4% |
| Participant deferral / active EE | $582 | $3,260-82.2% | $5,198-88.8% | $3,608-83.9% |
| Admin fee / account holder | $253 | $5,880-95.7% | $13,955-98.2% | $5,124-95.1% |