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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 | $59,706 | $139,948-57.3% | $121,663-50.9% | $154,746-61.4% |
| Participation rate | 66.7% | 78.0%-11.3pp | 74.5%-7.8pp | 80.7%-14.0pp |
| Annual return | 5.81% | 230.52%-224.7pp | 147.54%-141.7pp | 172.34%-166.5pp |
| Employer contribution / active EE | $0 | $3,521-100.0% | $3,020-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $738 | $5,629-86.9% | $4,887-84.9% | $6,730-89.0% |
| Admin fee / account holder | $0 | $17,321-100.0% | $14,289-100.0% | $14,365-100.0% |