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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 | $108,568 | $197,637-45.1% | $177,848-39.0% | $158,982-31.7% |
| Participation rate | 47.8% | 88.5%-40.7pp | 87.7%-39.9pp | 82.0%-34.1pp |
| Annual return | 6.70% | 58.77%-52.1pp | 48.33%-41.6pp | 302.99%-296.3pp |
| Employer contribution / active EE | $0 | $6,698-100.0% | $5,919-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $2,417 | $8,405-71.2% | $7,714-68.7% | $5,983-59.6% |
| Admin fee / account holder | $9 | $15,406-99.9% | $12,431-99.9% | $11,252-99.9% |