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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 | $8,208 | $97,125-91.5% | $86,233-90.5% | $137,256-94.0% |
| Participation rate | 14.3% | 74.2%-59.9pp | 69.0%-54.7pp | 80.0%-65.7pp |
| Annual return | 9.49% | 74.19%-64.7pp | 61.39%-51.9pp | 220.34%-210.9pp |
| Employer contribution / active EE | $325 | $2,841-88.6% | $2,504-87.0% | $4,156-92.2% |
| Participant deferral / active EE | $325 | $5,180-93.7% | $4,559-92.9% | $6,407-94.9% |
| Admin fee / account holder | $20 | $9,725-99.8% | $8,342-99.8% | $12,270-99.8% |