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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 | $35,248 | $72,465-51.4% | $67,575-47.8% | $145,884-75.8% |
| Participation rate | 50.0% | 76.9%-26.9pp | 72.9%-22.9pp | 80.3%-30.3pp |
| Annual return | 6.36% | 7222.56%-7216.2pp | 3528.98%-3522.6pp | 551.85%-545.5pp |
| Employer contribution / active EE | $534 | $3,074-82.6% | $2,736-80.5% | $4,662-88.6% |
| Participant deferral / active EE | $667 | $4,786-86.1% | $4,003-83.3% | $6,690-90.0% |
| Admin fee / account holder | $6 | $5,515-99.9% | $3,993-99.8% | $13,392-100.0% |