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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 | $55,453 | $48,300+14.8% | $40,145,923-99.9% | $62,881-11.8% |
| Participation rate | 32.5% | 62.0%-29.5pp | 68.4%-35.9pp | 69.3%-36.8pp |
| Annual return | 4.56% | 6.95%-2.4pp | 5.24%-0.7pp | 20.14%-15.6pp |
| Employer contribution / active EE | $0 | $1,333-100.0% | $1,844-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $738 | $2,388-69.1% | $2,591-71.5% | $3,203-77.0% |
| Admin fee / account holder | $17 | $2,919-99.4% | $2,903-99.4% | $4,296-99.6% |