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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 | $24,331 | $114,013-78.7% | $103,693-76.5% | $155,188-84.3% |
| Participation rate | 14.3% | 75.2%-60.9pp | 72.6%-58.4pp | 80.8%-66.5pp |
| Annual return | 7.75% | 49.31%-41.6pp | 47.61%-39.9pp | 148.84%-141.1pp |
| Employer contribution / active EE | $612 | $3,131-80.5% | $2,920-79.1% | $4,248-85.6% |
| Participant deferral / active EE | $639 | $4,970-87.2% | $4,579-86.1% | $6,531-90.2% |
| Admin fee / account holder | $139 | $8,407-98.3% | $7,858-98.2% | $14,480-99.0% |