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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 | $40,106 | $77,358-48.2% | $102,184-60.8% | $87,485-54.2% |
| Participation rate | 16.7% | 78.7%-62.0pp | 82.6%-65.9pp | 68.9%-52.3pp |
| Annual return | 14.00% | 41.11%-27.1pp | 31.58%-17.6pp | 26.06%-12.1pp |
| Employer contribution / active EE | $352 | $2,562-86.3% | $3,594-90.2% | $2,596-86.5% |
| Participant deferral / active EE | $629 | $6,753-90.7% | $8,309-92.4% | $4,274-85.3% |
| Admin fee / account holder | $50 | $6,809-99.3% | $11,609-99.6% | $7,775-99.4% |