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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 | $30,078 | $165,399-81.8% | $149,745-79.9% | $158,982-81.1% |
| Participation rate | 35.3% | 84.6%-49.3pp | 82.5%-47.2pp | 82.0%-46.7pp |
| Annual return | 5.89% | 348.34%-342.4pp | 276.72%-270.8pp | 302.99%-297.1pp |
| Employer contribution / active EE | $1,397 | $5,105-72.6% | $4,646-69.9% | $4,763-70.7% |
| Participant deferral / active EE | $2,059 | $7,183-71.3% | $6,843-69.9% | $5,983-65.6% |
| Admin fee / account holder | $71 | $10,811-99.3% | $9,312-99.2% | $11,252-99.4% |