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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 | $187,901 | $201,372-6.7% | $184,260+2.0% | $145,884+28.8% |
| Participation rate | 54.5% | 87.5%-32.9pp | 86.8%-32.3pp | 80.3%-25.8pp |
| Annual return | 7.79% | 29.04%-21.3pp | 28.84%-21.1pp | 551.85%-544.1pp |
| Employer contribution / active EE | $0 | $7,024-100.0% | $6,427-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,693 | $9,808-72.5% | $9,133-70.5% | $6,690-59.7% |
| Admin fee / account holder | $298 | $16,362-98.2% | $13,898-97.9% | $13,392-97.8% |