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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 | $31,876 | $84,236-62.2% | $170,435-81.3% | $70,126-54.5% |
| Participation rate | 5.8% | 70.8%-65.1pp | 83.6%-77.8pp | 69.5%-63.8pp |
| Annual return | 7.70% | 23.06%-15.4pp | 205.94%-198.2pp | 73.15%-65.4pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,432-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $130 | $3,086-95.8% | $4,939-97.4% | $3,332-96.1% |
| Admin fee / account holder | $0 | $5,698-100.0% | $13,881-100.0% | $4,645-100.0% |