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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 | $39,776 | $96,691-58.9% | $86,656-54.1% | $139,487-71.5% |
| Participation rate | 50.0% | 74.4%-24.4pp | 71.7%-21.7pp | 80.3%-30.3pp |
| Annual return | 6.55% | 106.87%-100.3pp | 593.09%-586.5pp | 373.84%-367.3pp |
| Employer contribution / active EE | $2,414 | $3,267-26.1% | $3,025-20.2% | $4,755-49.2% |
| Participant deferral / active EE | $0 | $4,838-100.0% | $4,439-100.0% | $6,713-100.0% |
| Admin fee / account holder | $279 | $6,414-95.7% | $5,619-95.0% | $11,407-97.6% |