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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 | $69,288 | $118,488-41.5% | $98,462-29.6% | $139,487-50.3% |
| Participation rate | 62.5% | 77.5%-15.0pp | 75.2%-12.7pp | 80.3%-17.8pp |
| Annual return | 4.72% | 18.96%-14.2pp | 21.17%-16.5pp | 373.84%-369.1pp |
| Employer contribution / active EE | $0 | $3,611-100.0% | $3,049-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $298 | $5,393-94.5% | $4,738-93.7% | $6,713-95.6% |
| Admin fee / account holder | $7 | $13,868-100.0% | $8,875-99.9% | $11,407-99.9% |