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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 | $61,069 | $51,642+18.3% | $129,384-52.8% | $80,935-24.5% |
| Participation rate | 13.6% | 56.9%-43.4pp | 69.6%-56.1pp | 67.7%-54.1pp |
| Annual return | 11.12% | 20.78%-9.7pp | 9461.77%-9450.7pp | 35.66%-24.5pp |
| Employer contribution / active EE | $0 | $1,583-100.0% | $4,153-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $180 | $2,670-93.3% | $4,166-95.7% | $4,299-95.8% |
| Admin fee / account holder | $100 | $4,312-97.7% | $7,686-98.7% | $6,924-98.6% |