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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 | $28,086 | $48,284-41.8% | $67,524-58.4% | $80,911-65.3% |
| Participation rate | 8.6% | 66.4%-57.8pp | 72.9%-64.3pp | 67.6%-59.1pp |
| Annual return | 8.85% | 18.27%-9.4pp | 3519.41%-3510.6pp | 35.63%-26.8pp |
| Employer contribution / active EE | $0 | $2,021-100.0% | $2,734-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $641 | $2,927-78.1% | $4,001-84.0% | $4,297-85.1% |
| Admin fee / account holder | $0 | $3,688-100.0% | $4,001-100.0% | $6,935-100.0% |