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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 | $201,264-79.5% | $184,185-77.6% | $145,978-71.7% |
| Participation rate | 25.0% | 87.5%-62.5pp | 86.8%-61.8pp | 80.3%-55.3pp |
| Annual return | 8.67% | 29.00%-20.3pp | 28.81%-20.1pp | 550.52%-541.8pp |
| Employer contribution / active EE | $2,708 | $7,021-61.4% | $6,426-57.9% | $4,662-41.9% |
| Participant deferral / active EE | $1,497 | $9,806-84.7% | $9,132-83.6% | $6,690-77.6% |
| Admin fee / account holder | $171 | $16,376-99.0% | $13,909-98.8% | $13,400-98.7% |