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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 | $42,920 | $124,336-65.5% | $111,303-61.4% | $167,518-74.4% |
| Participation rate | 55.6% | 79.6%-24.1pp | 77.3%-21.8pp | 82.1%-26.6pp |
| Annual return | 6.89% | 37.45%-30.6pp | 54.66%-47.8pp | 478.71%-471.8pp |
| Employer contribution / active EE | $0 | $3,436-100.0% | $2,731-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $506 | $5,181-90.2% | $4,487-88.7% | $6,342-92.0% |
| Admin fee / account holder | $23 | $10,623-99.8% | $7,966-99.7% | $12,312-99.8% |