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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 | $17,176 | $81,276-78.9% | $155,574-89.0% | $80,925-78.8% |
| Participation rate | 46.2% | 66.2%-20.1pp | 78.2%-32.1pp | 67.7%-21.5pp |
| Annual return | -2.49% | 33.36%-35.8pp | 64.87%-67.4pp | 35.65%-38.1pp |
| Employer contribution / active EE | $636 | $3,103-79.5% | $4,676-86.4% | $2,756-76.9% |
| Participant deferral / active EE | $351 | $3,453-89.8% | $5,629-93.8% | $4,299-91.8% |
| Admin fee / account holder | $222 | $7,993-97.2% | $15,914-98.6% | $6,940-96.8% |