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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 | $79,110 | $67,602+17.0% | $82,312-3.9% | $70,126+12.8% |
| Participation rate | 64.3% | 72.8%-8.5pp | 76.9%-12.6pp | 69.5%-5.3pp |
| Annual return | 5.01% | 21.57%-16.6pp | 25.88%-20.9pp | 73.15%-68.1pp |
| Employer contribution / active EE | $10,751 | $1,755+512.6% | $2,428+342.7% | $2,343+359.0% |
| Participant deferral / active EE | $0 | $2,987-100.0% | $3,706-100.0% | $3,332-100.0% |
| Admin fee / account holder | $20 | $4,512-99.6% | $5,608-99.6% | $4,645-99.6% |