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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 | $18,703 | $123,854-84.9% | $69,623-73.1% | $145,884-87.2% |
| Participation rate | 66.7% | 69.2%-2.6pp | 66.4%+0.2pp | 80.3%-13.6pp |
| Annual return | 0.42% | 192.35%-191.9pp | 101.23%-100.8pp | 551.85%-551.4pp |
| Employer contribution / active EE | $5,370 | $2,673+100.9% | $1,709+214.2% | $4,662+15.2% |
| Participant deferral / active EE | $40 | $4,242-99.1% | $2,890-98.6% | $6,690-99.4% |
| Admin fee / account holder | $165 | $7,822-97.9% | $4,696-96.5% | $13,392-98.8% |