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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 | $47,346 | $166,268-71.5% | $165,100-71.3% | $145,897-67.5% |
| Participation rate | 34.8% | 82.0%-47.2pp | 78.6%-43.8pp | 80.3%-45.5pp |
| Annual return | 8.24% | 100.52%-92.3pp | 70.21%-62.0pp | 552.29%-544.1pp |
| Employer contribution / active EE | $0 | $5,284-100.0% | $4,348-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,963 | $6,964-71.8% | $6,035-67.5% | $6,689-70.7% |
| Admin fee / account holder | $164 | $16,659-99.0% | $12,696-98.7% | $13,390-98.8% |