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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 | $50,902 | $176,105-71.1% | $159,474-68.1% | $167,536-69.6% |
| Participation rate | 50.0% | 85.0%-35.0pp | 82.8%-32.8pp | 82.1%-32.1pp |
| Annual return | 9.53% | 331.91%-322.4pp | 263.68%-254.1pp | 478.82%-469.3pp |
| Employer contribution / active EE | $1,683 | $5,299-68.2% | $4,831-65.2% | $4,839-65.2% |
| Participant deferral / active EE | $1,710 | $7,751-77.9% | $7,353-76.7% | $6,342-73.0% |
| Admin fee / account holder | $0 | $12,559-100.0% | $10,802-100.0% | $12,315-100.0% |