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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 | $52,514 | $148,623-64.7% | $135,974-61.4% | $139,466-62.3% |
| Participation rate | 63.6% | 83.9%-20.2pp | 81.9%-18.3pp | 80.3%-16.7pp |
| Annual return | 9.98% | 79.30%-69.3pp | 68.30%-58.3pp | 373.66%-363.7pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,859-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $1,228 | $8,103-84.8% | $7,760-84.2% | $6,712-81.7% |
| Admin fee / account holder | $21 | $12,406-99.8% | $10,767-99.8% | $11,409-99.8% |