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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 | $120,085 | $142,426-15.7% | $115,167+4.3% | $152,909-21.5% |
| Participation rate | 22.2% | 82.4%-60.1pp | 75.9%-53.7pp | 82.5%-60.2pp |
| Annual return | 1.38% | 41.48%-40.1pp | 35.60%-34.2pp | 345.46%-344.1pp |
| Employer contribution / active EE | $0 | $4,011-100.0% | $3,179-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,360 | $5,165-73.7% | $4,169-67.4% | $5,851-76.8% |
| Admin fee / account holder | $18 | $8,464-99.8% | $7,089-99.8% | $11,601-99.8% |