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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 | $122,467 | $162,812-24.8% | $133,971-8.6% | $158,966-23.0% |
| Participation rate | 36.4% | 83.2%-46.9pp | 79.8%-43.5pp | 82.0%-45.6pp |
| Annual return | -8.61% | 41.94%-50.6pp | 45.09%-53.7pp | 302.95%-311.6pp |
| Employer contribution / active EE | $950 | $4,976-80.9% | $3,919-75.8% | $4,762-80.0% |
| Participant deferral / active EE | $1,228 | $5,910-79.2% | $5,047-75.7% | $5,983-79.5% |
| Admin fee / account holder | $81 | $11,741-99.3% | $8,929-99.1% | $11,250-99.3% |