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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 | $29,019 | $62,166-53.3% | $81,286-64.3% | $74,429-61.0% |
| Participation rate | 31.8% | 64.1%-32.2pp | 69.5%-37.7pp | 67.2%-35.4pp |
| Annual return | 9.59% | 16.50%-6.9pp | 24.80%-15.2pp | 1368.38%-1358.8pp |
| Employer contribution / active EE | $785 | $1,881-58.3% | $2,463-68.1% | $2,625-70.1% |
| Participant deferral / active EE | $1,046 | $3,223-67.6% | $3,883-73.1% | $4,348-76.0% |
| Admin fee / account holder | $0 | $1,925-100.0% | $5,764-100.0% | $1,944-100.0% |