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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 | $57,745 | $133,981-56.9% | $112,249-48.6% | $134,532-57.1% |
| Participation rate | 40.0% | 78.6%-38.6pp | 75.1%-35.1pp | 81.2%-41.2pp |
| Annual return | -23.46% | 47.16%-70.6pp | 27.48%-50.9pp | 418.27%-441.7pp |
| Employer contribution / active EE | $815 | $4,040-79.8% | $3,636-77.6% | $4,741-82.8% |
| Participant deferral / active EE | $961 | $5,292-81.8% | $4,729-79.7% | $6,401-85.0% |
| Admin fee / account holder | $26 | $7,492-99.7% | $6,412-99.6% | $11,429-99.8% |