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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 | $32,875 | $43,344-24.2% | $59,899-45.1% | $64,173-48.8% |
| Participation rate | 7.7% | 69.2%-61.5pp | 74.7%-67.0pp | 69.6%-61.9pp |
| Annual return | -7.02% | -1.55%-5.5pp | 3.46%-10.5pp | 7.63%-14.7pp |
| Employer contribution / active EE | $0 | $2,030-100.0% | $2,723-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $35 | $2,547-98.6% | $3,402-99.0% | $3,470-99.0% |
| Admin fee / account holder | $0 | $3,008-100.0% | $3,592-100.0% | $4,887-100.0% |