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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 | $41,256 | $201,370-79.5% | $184,256-77.6% | $145,897-71.7% |
| Participation rate | 25.0% | 87.5%-62.5pp | 86.8%-61.8pp | 80.3%-55.3pp |
| Annual return | 8.67% | 29.05%-20.4pp | 28.85%-20.2pp | 552.29%-543.6pp |
| Employer contribution / active EE | $2,708 | $7,024-61.4% | $6,427-57.9% | $4,663-41.9% |
| Participant deferral / active EE | $1,497 | $9,808-84.7% | $9,133-83.6% | $6,689-77.6% |
| Admin fee / account holder | $171 | $16,364-99.0% | $13,899-98.8% | $13,390-98.7% |