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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 | $5,642 | $51,638-89.1% | $68,368-91.7% | $82,448-93.2% |
| Participation rate | 53.5% | 63.6%-10.1pp | 73.8%-20.3pp | 68.1%-14.6pp |
| Annual return | 12.87% | 37.53%-24.7pp | 292.57%-279.7pp | 41.64%-28.8pp |
| Employer contribution / active EE | $341 | $2,047-83.3% | $2,649-87.1% | $2,551-86.6% |
| Participant deferral / active EE | $200 | $2,914-93.1% | $4,123-95.1% | $4,139-95.2% |
| Admin fee / account holder | $167 | $4,643-96.4% | $5,150-96.8% | $7,234-97.7% |