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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 | $30,977 | $103,392-70.0% | $87,104-64.4% | $152,897-79.7% |
| Participation rate | 57.1% | 79.4%-22.2pp | 76.9%-19.7pp | 82.5%-25.3pp |
| Annual return | 2.30% | 28.10%-25.8pp | 28.19%-25.9pp | 345.43%-343.1pp |
| Employer contribution / active EE | $909 | $3,221-71.8% | $2,521-63.9% | $4,764-80.9% |
| Participant deferral / active EE | $1,041 | $4,778-78.2% | $4,048-74.3% | $5,851-82.2% |
| Admin fee / account holder | $0 | $12,194-100.0% | $7,491-100.0% | $11,599-100.0% |