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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 | $34,015 | $72,404-53.0% | $110,243-69.1% | $64,173-47.0% |
| Participation rate | 8.1% | 73.3%-65.2pp | 79.8%-71.7pp | 69.6%-61.5pp |
| Annual return | -13.82% | -6.29%-7.5pp | 314.76%-328.6pp | 7.63%-21.5pp |
| Employer contribution / active EE | $647 | $2,282-71.7% | $3,827-83.1% | $2,381-72.8% |
| Participant deferral / active EE | $1,129 | $3,469-67.5% | $4,672-75.8% | $3,470-67.5% |
| Admin fee / account holder | $169 | $5,664-97.0% | $8,548-98.0% | $4,887-96.5% |