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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 | $61,187 | $82,882-26.2% | $127,803-52.1% | $72,983-16.2% |
| Participation rate | 6.7% | 71.5%-64.8pp | 79.0%-72.3pp | 69.5%-62.8pp |
| Annual return | 2.83% | 32.20%-29.4pp | 26.14%-23.3pp | 81.01%-78.2pp |
| Employer contribution / active EE | $0 | $3,346-100.0% | $4,576-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $152 | $4,791-96.8% | $6,023-97.5% | $3,608-95.8% |
| Admin fee / account holder | $186 | $6,487-97.1% | $9,399-98.0% | $5,124-96.4% |