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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 | $32,783 | $58,587-44.0% | $83,322-60.7% | $64,173-48.9% |
| Participation rate | 27.8% | 72.0%-44.2pp | 77.8%-50.0pp | 69.6%-41.8pp |
| Annual return | -11.13% | 9.65%-20.8pp | 10.64%-21.8pp | 7.63%-18.8pp |
| Employer contribution / active EE | $266 | $2,098-87.3% | $3,379-92.1% | $2,381-88.8% |
| Participant deferral / active EE | $1,595 | $4,654-65.7% | $5,565-71.3% | $3,470-54.0% |
| Admin fee / account holder | $248 | $9,279-97.3% | $7,540-96.7% | $4,887-94.9% |