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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 | $25,785 | $115,225-77.6% | $100,712-74.4% | $138,895-81.4% |
| Participation rate | 60.0% | 74.3%-14.3pp | 69.3%-9.3pp | 79.9%-19.9pp |
| Annual return | 6.45% | 40.35%-33.9pp | 33.27%-26.8pp | 145.39%-138.9pp |
| Employer contribution / active EE | $610 | $2,771-78.0% | $2,313-73.6% | $4,194-85.5% |
| Participant deferral / active EE | $1,139 | $4,699-75.8% | $4,085-72.1% | $6,396-82.2% |
| Admin fee / account holder | $275 | $10,844-97.5% | $9,256-97.0% | $12,562-97.8% |