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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 | $18,114 | $27,826-34.9% | $65,583-72.4% | $71,529-74.7% |
| Participation rate | 52.9% | 57.6%-4.7pp | 65.0%-12.1pp | 67.9%-15.1pp |
| Annual return | 2.44% | 41.56%-39.1pp | 47.46%-45.0pp | 28.97%-26.5pp |
| Employer contribution / active EE | $2,641 | $1,405+88.0% | $1,692+56.1% | $2,590+2.0% |
| Participant deferral / active EE | $0 | $1,861-100.0% | $2,833-100.0% | $4,291-100.0% |
| Admin fee / account holder | $153 | $3,850-96.0% | $4,112-96.3% | $1,588-90.3% |