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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 | $155,506 | $95,404+63.0% | $113,397+37.1% | $82,637+88.2% |
| Participation rate | 25.0% | 72.8%-47.8pp | 76.5%-51.5pp | 68.1%-43.1pp |
| Annual return | 12.04% | 19.08%-7.0pp | 23.20%-11.2pp | 53.51%-41.5pp |
| Employer contribution / active EE | $1,281 | $2,307-44.5% | $2,977-57.0% | $2,552-49.8% |
| Participant deferral / active EE | $1,546 | $4,220-63.4% | $5,076-69.6% | $4,126-62.5% |
| Admin fee / account holder | $0 | $9,168-100.0% | $11,957-100.0% | $7,339-100.0% |