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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 | $32,002 | $58,057-44.9% | $97,032-67.0% | $86,983-63.2% |
| Participation rate | 20.0% | 60.4%-40.4pp | 71.6%-51.6pp | 69.5%-49.5pp |
| Annual return | 12.44% | 22.26%-9.8pp | 35.38%-22.9pp | 25.83%-13.4pp |
| Employer contribution / active EE | $357 | $1,663-78.5% | $2,629-86.4% | $2,584-86.2% |
| Participant deferral / active EE | $679 | $3,244-79.1% | $4,672-85.5% | $4,194-83.8% |
| Admin fee / account holder | $53 | $4,839-98.9% | $9,418-99.4% | $7,856-99.3% |