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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 | $44,715 | $99,994-55.3% | $146,647-69.5% | $85,851-47.9% |
| Participation rate | 56.5% | 73.1%-16.5pp | 80.1%-23.6pp | 69.3%-12.8pp |
| Annual return | 9.51% | 18.93%-9.4pp | 22.75%-13.2pp | 318.63%-309.1pp |
| Employer contribution / active EE | $940 | $2,559-63.3% | $4,137-77.3% | $2,565-63.4% |
| Participant deferral / active EE | $1,198 | $4,006-70.1% | $5,506-78.2% | $3,952-69.7% |
| Admin fee / account holder | $282 | $7,703-96.3% | $10,281-97.3% | $6,261-95.5% |