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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 | $37,790 | $56,287-32.9% | $80,977-53.3% | $62,881-39.9% |
| Participation rate | 46.2% | 68.9%-22.8pp | 75.8%-29.7pp | 69.3%-23.2pp |
| Annual return | -2.26% | 22.13%-24.4pp | 17.11%-19.4pp | 20.14%-22.4pp |
| Employer contribution / active EE | $1,128 | $1,943-41.9% | $3,715-69.6% | $2,281-50.5% |
| Participant deferral / active EE | $1,391 | $4,196-66.8% | $5,696-75.6% | $3,203-56.6% |
| Admin fee / account holder | $5 | $3,742-99.9% | $5,517-99.9% | $4,296-99.9% |