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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 | $48,342 | $77,638-37.7% | $156,551-69.1% | $62,881-23.1% |
| Participation rate | 22.0% | 71.2%-49.2pp | 84.0%-62.1pp | 69.3%-47.4pp |
| Annual return | -5.56% | 50.33%-55.9pp | 32.23%-37.8pp | 20.14%-25.7pp |
| Employer contribution / active EE | $438 | $3,444-87.3% | $5,501-92.0% | $2,281-80.8% |
| Participant deferral / active EE | $749 | $3,046-75.4% | $4,871-84.6% | $3,203-76.6% |
| Admin fee / account holder | $273 | $5,561-95.1% | $13,028-97.9% | $4,296-93.6% |