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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 | $16,524 | $202,463-91.8% | $169,397-90.2% | $139,487-88.2% |
| Participation rate | 64.3% | 81.1%-16.8pp | 77.2%-12.9pp | 80.3%-16.1pp |
| Annual return | 2.27% | 532.64%-530.4pp | 406.23%-404.0pp | 373.84%-371.6pp |
| Employer contribution / active EE | $5,460 | $4,694+16.3% | $4,013+36.1% | $4,755+14.8% |
| Participant deferral / active EE | $0 | $6,941-100.0% | $6,223-100.0% | $6,713-100.0% |
| Admin fee / account holder | $0 | $10,726-100.0% | $9,017-100.0% | $11,407-100.0% |