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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 | $12,539 | $69,274-81.9% | $64,097-80.4% | $139,487-91.0% |
| Participation rate | 52.4% | 75.6%-23.2pp | 72.3%-19.9pp | 80.3%-28.0pp |
| Annual return | 6.63% | 46.00%-39.4pp | 33.75%-27.1pp | 373.84%-367.2pp |
| Employer contribution / active EE | $917 | $3,187-71.2% | $2,750-66.7% | $4,755-80.7% |
| Participant deferral / active EE | $62 | $4,685-98.7% | $3,881-98.4% | $6,713-99.1% |
| Admin fee / account holder | $243 | $4,247-94.3% | $3,070-92.1% | $11,407-97.9% |