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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 | $31,401 | $52,639-40.3% | $185,117-83.0% | $62,293-49.6% |
| Participation rate | 9.8% | 63.9%-54.1pp | 77.3%-67.5pp | 69.5%-59.7pp |
| Annual return | 13.28% | 19.57%-6.3pp | 40.50%-27.2pp | 28.90%-15.6pp |
| Employer contribution / active EE | $0 | $1,483-100.0% | $4,182-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $266 | $3,097-91.4% | $5,045-94.7% | $3,169-91.6% |
| Admin fee / account holder | $0 | $374-100.0% | $8,159-100.0% | $479-100.0% |