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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 | $81,215 | $98,776-17.8% | $149,745-45.8% | $79,856+1.7% |
| Participation rate | 21.6% | 75.8%-54.2pp | 82.5%-60.9pp | 69.6%-48.0pp |
| Annual return | 10.58% | 27.38%-16.8pp | 276.72%-266.1pp | 31.71%-21.1pp |
| Employer contribution / active EE | $1,305 | $3,217-59.4% | $4,646-71.9% | $2,471-47.2% |
| Participant deferral / active EE | $1,674 | $5,681-70.5% | $6,843-75.5% | $3,741-55.2% |
| Admin fee / account holder | $285 | $6,053-95.3% | $9,312-96.9% | $5,306-94.6% |