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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 | $18,504 | $46,697-60.4% | $117,533-84.3% | $68,486-73.0% |
| Participation rate | 14.8% | 56.8%-42.0pp | 70.6%-55.8pp | 67.9%-53.1pp |
| Annual return | -21.46% | -14.52%-6.9pp | 29.77%-51.2pp | -7.85%-13.6pp |
| Employer contribution / active EE | $0 | $1,506-100.0% | $4,179-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $247 | $2,637-90.6% | $4,072-93.9% | $4,028-93.9% |
| Admin fee / account holder | $249 | $4,023-93.8% | $5,647-95.6% | $5,404-95.4% |