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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 | $15,972 | $55,472-71.2% | $155,567-89.7% | $74,546-78.6% |
| Participation rate | 50.0% | 61.9%-11.9pp | 78.2%-28.2pp | 67.2%-17.2pp |
| Annual return | 10.74% | 268.72%-258.0pp | 64.74%-54.0pp | 1366.03%-1355.3pp |
| Employer contribution / active EE | $504 | $2,269-77.8% | $4,674-89.2% | $2,624-80.8% |
| Participant deferral / active EE | $702 | $2,838-75.3% | $5,628-87.5% | $4,347-83.8% |
| Admin fee / account holder | $187 | $1,743-89.3% | $15,916-98.8% | $1,944-90.4% |