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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 | $38,296 | $136,307-71.9% | $106,619-64.1% | $273,972-86.0% |
| Participation rate | 33.3% | 84.8%-51.4pp | 78.0%-44.7pp | 83.0%-49.7pp |
| Annual return | 0.00% | 11.05%-11.1pp | 9.42%-9.4pp | 41.46%-41.5pp |
| Employer contribution / active EE | $4,833 | $5,190-6.9% | $3,947+22.5% | $4,869-0.7% |
| Participant deferral / active EE | $486 | $4,969-90.2% | $3,930-87.6% | $5,287-90.8% |
| Admin fee / account holder | $0 | $8,625-100.0% | $6,418-100.0% | $10,133-100.0% |