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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 | $86,831 | $29,051+198.9% | $52,425+65.6% | $67,986+27.7% |
| Participation rate | 17.9% | 30.4%-12.5pp | 55.6%-37.7pp | 57.2%-39.3pp |
| Annual return | 0.50% | 24.00%-23.5pp | 302.12%-301.6pp | 31.67%-31.2pp |
| Employer contribution / active EE | $0 | $412-100.0% | $914-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $48 | $873-94.5% | $1,790-97.3% | $3,358-98.6% |
| Admin fee / account holder | $0 | $2,113-100.0% | $2,495-100.0% | $3,203-100.0% |