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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 | $29,864 | $54,162-44.9% | $68,612-56.5% | $64,173-53.5% |
| Participation rate | 39.4% | 68.1%-28.7pp | 72.2%-32.8pp | 69.6%-30.2pp |
| Annual return | -9.96% | -1.62%-8.3pp | -4.63%-5.3pp | 7.63%-17.6pp |
| Employer contribution / active EE | $0 | $1,846-100.0% | $2,625-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $334 | $2,626-87.3% | $3,311-89.9% | $3,470-90.4% |
| Admin fee / account holder | $217 | $4,029-94.6% | $5,131-95.8% | $4,887-95.6% |