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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 | $21,636 | $65,364-66.9% | $92,909-76.7% | $72,975-70.4% |
| Participation rate | 57.7% | 68.3%-10.6pp | 76.0%-18.3pp | 69.5%-11.8pp |
| Annual return | 10.81% | 42.11%-31.3pp | 109.44%-98.6pp | 81.01%-70.2pp |
| Employer contribution / active EE | $822 | $2,594-68.3% | $3,653-77.5% | $2,440-66.3% |
| Participant deferral / active EE | $986 | $3,128-68.5% | $4,238-76.7% | $3,608-72.7% |
| Admin fee / account holder | $166 | $4,251-96.1% | $5,795-97.1% | $5,124-96.8% |