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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 | $58,848-45.6% | $88,179-63.7% | $82,637-61.3% |
| Participation rate | 20.0% | 57.9%-37.9pp | 69.1%-49.1pp | 68.1%-48.1pp |
| Annual return | 12.44% | 22.76%-10.3pp | 64.97%-52.5pp | 53.51%-41.1pp |
| Employer contribution / active EE | $357 | $1,678-78.7% | $2,549-86.0% | $2,552-86.0% |
| Participant deferral / active EE | $679 | $3,124-78.3% | $4,614-85.3% | $4,126-83.5% |
| Admin fee / account holder | $53 | $4,795-98.9% | $7,673-99.3% | $7,339-99.3% |