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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 | $18,848 | $53,837-65.0% | $75,717-75.1% | $85,856-78.0% |
| Participation rate | 8.1% | 69.1%-60.9pp | 74.8%-66.7pp | 69.3%-61.2pp |
| Annual return | 9.61% | 24.54%-14.9pp | 104.58%-95.0pp | 318.58%-309.0pp |
| Employer contribution / active EE | $0 | $2,017-100.0% | $2,743-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $281 | $2,895-90.3% | $3,821-92.6% | $3,952-92.9% |
| Admin fee / account holder | $0 | $3,341-100.0% | $3,619-100.0% | $6,261-100.0% |