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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 | $32,572 | $65,582-50.3% | $64,101-49.2% | $71,511-54.5% |
| Participation rate | 17.3% | 73.2%-55.9pp | 72.3%-55.0pp | 67.9%-50.6pp |
| Annual return | 10.53% | 18.96%-8.4pp | 33.72%-23.2pp | 28.86%-18.3pp |
| Employer contribution / active EE | $0 | $2,671-100.0% | $2,749-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $939 | $3,628-74.1% | $3,881-75.8% | $4,291-78.1% |
| Admin fee / account holder | $203 | $616-67.0% | $3,070-93.4% | $1,588-87.2% |