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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 | $36,054 | $55,457-35.0% | $77,361-53.4% | $94,015-61.7% |
| Participation rate | 17.5% | 69.8%-52.3pp | 75.0%-57.5pp | 70.8%-53.3pp |
| Annual return | 7.63% | 15.57%-7.9pp | 1011.54%-1003.9pp | 17.84%-10.2pp |
| Employer contribution / active EE | $0 | $2,255-100.0% | $2,990-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $919 | $3,069-70.0% | $3,911-76.5% | $4,249-78.4% |
| Admin fee / account holder | $99 | $4,334-97.7% | $5,894-98.3% | $8,951-98.9% |