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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 | $27,812 | $84,236-67.0% | $170,435-83.7% | $70,126-60.3% |
| Participation rate | 45.5% | 70.8%-25.4pp | 83.6%-38.1pp | 69.5%-24.1pp |
| Annual return | 9.98% | 23.06%-13.1pp | 205.94%-196.0pp | 73.15%-63.2pp |
| Employer contribution / active EE | $808 | $3,387-76.1% | $5,432-85.1% | $2,343-65.5% |
| Participant deferral / active EE | $558 | $3,086-81.9% | $4,939-88.7% | $3,332-83.2% |
| Admin fee / account holder | $4 | $5,698-99.9% | $13,881-100.0% | $4,645-99.9% |