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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 | $17,847 | $148,629-88.0% | $135,982-86.9% | $139,487-87.2% |
| Participation rate | 26.7% | 83.9%-57.2pp | 81.9%-55.3pp | 80.3%-53.7pp |
| Annual return | 8.60% | 79.33%-70.7pp | 68.32%-59.7pp | 373.84%-365.2pp |
| Employer contribution / active EE | $0 | $5,247-100.0% | $4,859-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $225 | $8,102-97.2% | $7,760-97.1% | $6,713-96.6% |
| Admin fee / account holder | $19 | $12,406-99.8% | $10,767-99.8% | $11,407-99.8% |