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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 | $42,782 | $108,897-60.7% | $100,378-57.4% | $145,877-70.7% |
| Participation rate | 33.3% | 83.0%-49.6pp | 81.5%-48.2pp | 80.3%-47.0pp |
| Annual return | -9.56% | 58.17%-67.7pp | 49.41%-59.0pp | 551.28%-560.8pp |
| Employer contribution / active EE | $811 | $4,420-81.6% | $3,942-79.4% | $4,663-82.6% |
| Participant deferral / active EE | $1,300 | $8,455-84.6% | $8,087-83.9% | $6,691-80.6% |
| Admin fee / account holder | $3 | $9,690-100.0% | $7,899-100.0% | $13,402-100.0% |