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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 | $78,253 | $91,086-14.1% | $203,872-61.6% | $86,983-10.0% |
| Participation rate | 15.9% | 65.8%-49.9pp | 77.8%-61.9pp | 69.5%-53.6pp |
| Annual return | 11.09% | 22.30%-11.2pp | 85.11%-74.0pp | 25.83%-14.7pp |
| Employer contribution / active EE | $426 | $2,063-79.4% | $3,757-88.7% | $2,584-83.5% |
| Participant deferral / active EE | $732 | $4,019-81.8% | $6,388-88.5% | $4,194-82.5% |
| Admin fee / account holder | $0 | $8,987-100.0% | $11,730-100.0% | $7,856-100.0% |