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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 | $25,053 | $56,287-55.5% | $80,977-69.1% | $62,881-60.2% |
| Participation rate | 12.0% | 68.9%-56.9pp | 75.8%-63.8pp | 69.3%-57.3pp |
| Annual return | 4.98% | 22.13%-17.2pp | 17.11%-12.1pp | 20.14%-15.2pp |
| Employer contribution / active EE | $0 | $1,943-100.0% | $3,715-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $435 | $4,196-89.6% | $5,696-92.4% | $3,203-86.4% |
| Admin fee / account holder | $35 | $3,742-99.1% | $5,517-99.4% | $4,296-99.2% |