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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 | $213,057 | $156,927+35.8% | $121,169+75.8% | $139,456+52.8% |
| Participation rate | 50.0% | 76.4%-26.4pp | 69.5%-19.5pp | 80.3%-30.3pp |
| Annual return | 1.07% | 1475.85%-1474.8pp | 986.71%-985.6pp | 373.45%-372.4pp |
| Employer contribution / active EE | $226 | $5,542-95.9% | $4,168-94.6% | $4,753-95.2% |
| Participant deferral / active EE | $226 | $4,848-95.3% | $4,083-94.5% | $6,711-96.6% |
| Admin fee / account holder | $12 | $6,946-99.8% | $5,645-99.8% | $11,407-99.9% |