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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 | $21,484 | $156,398-86.3% | $147,318-85.4% | $138,895-84.5% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 79.9%-29.9pp |
| Annual return | 11.25% | 78.75%-67.5pp | 70.43%-59.2pp | 145.39%-134.1pp |
| Employer contribution / active EE | $1,420 | $4,853-70.8% | $4,593-69.1% | $4,194-66.2% |
| Participant deferral / active EE | $1,639 | $8,237-80.1% | $7,906-79.3% | $6,396-74.4% |
| Admin fee / account holder | $244 | $14,976-98.4% | $13,708-98.2% | $12,562-98.1% |