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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 | $244,069 | $202,342+20.6% | $172,753+41.3% | $152,909+59.6% |
| Participation rate | 63.6% | 87.1%-23.4pp | 82.6%-19.0pp | 82.5%-18.8pp |
| Annual return | 3.21% | 1029.88%-1026.7pp | 803.00%-799.8pp | 345.46%-342.3pp |
| Employer contribution / active EE | $0 | $5,857-100.0% | $5,144-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $920 | $5,948-84.5% | $5,198-82.3% | $5,851-84.3% |
| Admin fee / account holder | $68 | $17,112-99.6% | $13,956-99.5% | $11,601-99.4% |