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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 | $15,334 | $85,171-82.0% | $172,752-91.1% | $72,975-79.0% |
| Participation rate | 27.6% | 70.1%-42.5pp | 82.6%-55.1pp | 69.5%-41.9pp |
| Annual return | 1.83% | 27.32%-25.5pp | 802.97%-801.1pp | 81.01%-79.2pp |
| Employer contribution / active EE | $429 | $3,324-87.1% | $5,144-91.7% | $2,440-82.4% |
| Participant deferral / active EE | $515 | $3,260-84.2% | $5,198-90.1% | $3,608-85.7% |
| Admin fee / account holder | $0 | $5,880-100.0% | $13,955-100.0% | $5,124-100.0% |