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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 | $22,532 | $183,516-87.7% | $155,534-85.5% | $145,884-84.6% |
| Participation rate | 33.3% | 82.7%-49.4pp | 78.2%-44.9pp | 80.3%-47.0pp |
| Annual return | 0.51% | 61.43%-60.9pp | 64.92%-64.4pp | 551.85%-551.3pp |
| Employer contribution / active EE | $5,628 | $5,315+5.9% | $4,675+20.4% | $4,662+20.7% |
| Participant deferral / active EE | $9 | $6,467-99.9% | $5,630-99.8% | $6,690-99.9% |
| Admin fee / account holder | $73 | $19,293-99.6% | $15,900-99.5% | $13,392-99.5% |