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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 | $13,563 | $100,203-86.5% | $85,240-84.1% | $145,897-90.7% |
| Participation rate | 54.5% | 74.1%-19.6pp | 67.5%-13.0pp | 80.3%-25.8pp |
| Annual return | 8.02% | 84.28%-76.3pp | 66.75%-58.7pp | 552.29%-544.3pp |
| Employer contribution / active EE | $4,646 | $3,242+43.3% | $2,735+69.8% | $4,663-0.4% |
| Participant deferral / active EE | $0 | $5,299-100.0% | $4,527-100.0% | $6,689-100.0% |
| Admin fee / account holder | $144 | $7,265-98.0% | $6,165-97.7% | $13,390-98.9% |