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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 | $33,995 | $77,638-56.2% | $156,551-78.3% | $62,881-45.9% |
| Participation rate | 20.0% | 71.2%-51.2pp | 84.0%-64.0pp | 69.3%-49.3pp |
| Annual return | 3.59% | 50.33%-46.7pp | 32.23%-28.6pp | 20.14%-16.6pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $459 | $3,046-84.9% | $4,871-90.6% | $3,203-85.7% |
| Admin fee / account holder | $158 | $5,561-97.2% | $13,028-98.8% | $4,296-96.3% |