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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 | $10,145 | $48,011-78.9% | $63,803-84.1% | $82,637-87.7% |
| Participation rate | 35.4% | 66.6%-31.2pp | 72.7%-37.3pp | 68.1%-32.6pp |
| Annual return | 11.38% | 19.84%-8.5pp | 543.72%-532.3pp | 53.51%-42.1pp |
| Employer contribution / active EE | $0 | $1,904-100.0% | $2,532-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $232 | $2,846-91.8% | $3,843-94.0% | $4,126-94.4% |
| Admin fee / account holder | $209 | $3,873-94.6% | $5,196-96.0% | $7,339-97.1% |