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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 | $21,440 | $99,652-78.5% | $78,778-72.8% | $147,586-85.5% |
| Participation rate | 20.0% | 76.2%-56.2pp | 69.2%-49.2pp | 82.8%-62.8pp |
| Annual return | 0.76% | 47.28%-46.5pp | 35.62%-34.9pp | 578.59%-577.8pp |
| Employer contribution / active EE | $332 | $2,796-88.1% | $1,986-83.3% | $4,876-93.2% |
| Participant deferral / active EE | $415 | $3,664-88.7% | $2,958-86.0% | $5,439-92.4% |
| Admin fee / account holder | $0 | $7,155-100.0% | $5,134-100.0% | $10,886-100.0% |