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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 | $38,850 | $72,071-46.1% | $68,368-43.2% | $137,256-71.7% |
| Participation rate | 69.2% | 76.2%-7.0pp | 73.8%-4.5pp | 80.0%-10.7pp |
| Annual return | 11.02% | 353.14%-342.1pp | 292.57%-281.6pp | 220.34%-209.3pp |
| Employer contribution / active EE | $4,108 | $2,788+47.3% | $2,649+55.1% | $4,156-1.2% |
| Participant deferral / active EE | $0 | $4,410-100.0% | $4,123-100.0% | $6,407-100.0% |
| Admin fee / account holder | $64 | $5,336-98.8% | $5,150-98.8% | $12,270-99.5% |