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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 | $31,105+179.2% | $53,647+61.9% | $64,097+35.5% |
| Participation rate | 17.9% | 30.7%-12.8pp | 56.3%-38.3pp | 55.2%-37.3pp |
| Annual return | 0.50% | 22.54%-22.0pp | 358.33%-357.8pp | 34.64%-34.1pp |
| Employer contribution / active EE | $0 | $441-100.0% | $962-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $48 | $896-94.6% | $1,813-97.4% | $3,080-98.4% |
| Admin fee / account holder | $0 | $2,195-100.0% | $2,460-100.0% | $3,454-100.0% |