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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 | $38,428 | $201,264-80.9% | $184,185-79.1% | $145,978-73.7% |
| Participation rate | 66.7% | 87.5%-20.8pp | 86.8%-20.2pp | 80.3%-13.6pp |
| Annual return | 2.89% | 29.00%-26.1pp | 28.81%-25.9pp | 550.52%-547.6pp |
| Employer contribution / active EE | $11,908 | $7,021+69.6% | $6,426+85.3% | $4,662+155.4% |
| Participant deferral / active EE | $0 | $9,806-100.0% | $9,132-100.0% | $6,690-100.0% |
| Admin fee / account holder | $108 | $16,376-99.3% | $13,909-99.2% | $13,400-99.2% |