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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 | $34,505 | $41,377-16.6% | $109,313-68.4% | $62,881-45.1% |
| Participation rate | 20.2% | 57.5%-37.3pp | 71.3%-51.1pp | 69.3%-49.1pp |
| Annual return | 4.73% | 11.05%-6.3pp | 22.07%-17.3pp | 20.14%-15.4pp |
| Employer contribution / active EE | $0 | $1,276-100.0% | $3,892-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $478 | $2,045-76.6% | $3,166-84.9% | $3,203-85.1% |
| Admin fee / account holder | $80 | $2,884-97.2% | $5,666-98.6% | $4,296-98.1% |