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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 | $24,782 | $49,199-49.6% | $121,210-79.6% | $75,177-67.0% |
| Participation rate | 9.4% | 55.4%-46.1pp | 69.5%-60.2pp | 67.2%-57.8pp |
| Annual return | 6.71% | 56.04%-49.3pp | 987.41%-980.7pp | 160.75%-154.0pp |
| Employer contribution / active EE | $368 | $1,547-76.2% | $4,171-91.2% | $2,671-86.2% |
| Participant deferral / active EE | $0 | $2,630-100.0% | $4,084-100.0% | $4,126-100.0% |
| Admin fee / account holder | $0 | $3,946-100.0% | $5,647-100.0% | $5,651-100.0% |