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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 | $63,984 | $60,349+6.0% | $74,184-13.7% | $62,881+1.8% |
| Participation rate | 22.7% | 72.7%-50.0pp | 76.6%-53.9pp | 69.3%-46.6pp |
| Annual return | 3.28% | 21.38%-18.1pp | 17.74%-14.5pp | 20.14%-16.9pp |
| Employer contribution / active EE | $730 | $1,680-56.6% | $2,370-69.2% | $2,281-68.0% |
| Participant deferral / active EE | $834 | $2,856-70.8% | $3,550-76.5% | $3,203-74.0% |
| Admin fee / account holder | $0 | $4,261-100.0% | $5,586-100.0% | $4,296-100.0% |