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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 | $23,297 | $148,623-84.3% | $135,974-82.9% | $139,466-83.3% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.3pp | 80.3%-13.7pp |
| Annual return | 5.57% | 79.30%-73.7pp | 68.30%-62.7pp | 373.66%-368.1pp |
| Employer contribution / active EE | $3,254 | $5,246-38.0% | $4,859-33.0% | $4,754-31.6% |
| Participant deferral / active EE | $0 | $8,103-100.0% | $7,760-100.0% | $6,712-100.0% |
| Admin fee / account holder | $61 | $12,406-99.5% | $10,767-99.4% | $11,409-99.5% |