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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 | $20,264 | $42,383-52.2% | $76,518-73.5% | $64,173-68.4% |
| Participation rate | 5.5% | 58.1%-52.7pp | 68.0%-62.5pp | 69.6%-64.1pp |
| Annual return | -11.18% | -16.54%+5.4pp | -0.27%-10.9pp | 7.63%-18.8pp |
| Employer contribution / active EE | $215 | $1,563-86.2% | $2,647-91.9% | $2,381-91.0% |
| Participant deferral / active EE | $376 | $2,566-85.3% | $3,836-90.2% | $3,470-89.2% |
| Admin fee / account holder | $48 | $3,198-98.5% | $4,849-99.0% | $4,887-99.0% |