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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 | $102,595-76.3% | $94,057-74.1% | $154,746-84.3% |
| Participation rate | 14.3% | 76.0%-61.7pp | 73.3%-59.1pp | 80.7%-66.4pp |
| Annual return | 7.75% | 583.42%-575.7pp | 480.62%-472.9pp | 172.34%-164.6pp |
| Employer contribution / active EE | $612 | $3,147-80.6% | $2,933-79.1% | $4,379-86.0% |
| Participant deferral / active EE | $639 | $5,118-87.5% | $4,709-86.4% | $6,730-90.5% |
| Admin fee / account holder | $139 | $7,736-98.2% | $7,244-98.1% | $14,365-99.0% |