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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 | $42,864 | $52,911-19.0% | $73,309-41.5% | $59,633-28.1% |
| Participation rate | 48.6% | 68.2%-19.6pp | 74.9%-26.3pp | 68.7%-20.0pp |
| Annual return | -2.88% | 12.20%-15.1pp | 5.67%-8.6pp | 2041.45%-2044.3pp |
| Employer contribution / active EE | $639 | $1,909-66.5% | $3,237-80.3% | $2,203-71.0% |
| Participant deferral / active EE | $1,395 | $4,069-65.7% | $4,991-72.1% | $3,192-56.3% |
| Admin fee / account holder | $293 | $3,835-92.4% | $5,635-94.8% | $4,297-93.2% |