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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 | $201,370-80.9% | $184,256-79.1% | $145,897-73.7% |
| Participation rate | 66.7% | 87.5%-20.8pp | 86.8%-20.2pp | 80.3%-13.6pp |
| Annual return | 2.89% | 29.05%-26.2pp | 28.85%-26.0pp | 552.29%-549.4pp |
| Employer contribution / active EE | $11,908 | $7,024+69.5% | $6,427+85.3% | $4,663+155.4% |
| Participant deferral / active EE | $0 | $9,808-100.0% | $9,133-100.0% | $6,689-100.0% |
| Admin fee / account holder | $108 | $16,364-99.3% | $13,899-99.2% | $13,390-99.2% |