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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 | $24,480 | $55,453-55.9% | $170,435-85.6% | $62,293-60.7% |
| Participation rate | 6.8% | 66.4%-59.5pp | 83.6%-76.7pp | 69.5%-62.7pp |
| Annual return | 12.17% | 21.38%-9.2pp | 205.94%-193.8pp | 28.90%-16.7pp |
| Employer contribution / active EE | $0 | $2,164-100.0% | $5,432-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $121 | $2,303-94.7% | $4,939-97.6% | $3,169-96.2% |
| Admin fee / account holder | $297 | $455-34.8% | $13,881-97.9% | $479-38.1% |