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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 | $19,040 | $124,187-84.7% | $108,410-82.4% | $167,518-88.6% |
| Participation rate | 20.0% | 82.3%-62.3pp | 80.1%-60.1pp | 82.1%-62.1pp |
| Annual return | 4.34% | 1379.80%-1375.5pp | 905.34%-901.0pp | 478.71%-474.4pp |
| Employer contribution / active EE | $2,024 | $4,187-51.7% | $3,558-43.1% | $4,838-58.2% |
| Participant deferral / active EE | $0 | $6,908-100.0% | $6,562-100.0% | $6,342-100.0% |
| Admin fee / account holder | $0 | $9,456-100.0% | $7,296-100.0% | $12,312-100.0% |