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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 | $48,687 | $201,370-75.8% | $184,256-73.6% | $145,897-66.6% |
| Participation rate | 47.6% | 87.5%-39.9pp | 86.8%-39.2pp | 80.3%-32.7pp |
| Annual return | 8.02% | 29.05%-21.0pp | 28.85%-20.8pp | 552.29%-544.3pp |
| Employer contribution / active EE | $1,798 | $7,024-74.4% | $6,427-72.0% | $4,663-61.4% |
| Participant deferral / active EE | $1,878 | $9,808-80.8% | $9,133-79.4% | $6,689-71.9% |
| Admin fee / account holder | $11 | $16,364-99.9% | $13,899-99.9% | $13,390-99.9% |