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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 | $26,131 | $165,361-84.2% | $149,715-82.5% | $158,950-83.6% |
| Participation rate | 42.9% | 84.6%-41.7pp | 82.5%-39.6pp | 82.0%-39.1pp |
| Annual return | 6.84% | 348.24%-341.4pp | 276.66%-269.8pp | 302.91%-296.1pp |
| Employer contribution / active EE | $990 | $5,103-80.6% | $4,645-78.7% | $4,762-79.2% |
| Participant deferral / active EE | $1,207 | $7,182-83.2% | $6,842-82.4% | $5,983-79.8% |
| Admin fee / account holder | $215 | $10,808-98.0% | $9,310-97.7% | $11,248-98.1% |