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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 | $15,287 | $34,316-55.5% | $74,719-79.5% | $72,983-79.1% |
| Participation rate | 20.7% | 42.4%-21.7pp | 54.5%-33.8pp | 69.5%-48.8pp |
| Annual return | 14.29% | 26.58%-12.3pp | 753.05%-738.8pp | 81.01%-66.7pp |
| Employer contribution / active EE | $122 | $692-82.4% | $1,084-88.8% | $2,440-95.0% |
| Participant deferral / active EE | $173 | $1,272-86.4% | $1,963-91.2% | $3,608-95.2% |
| Admin fee / account holder | $0 | $2,125-100.0% | $3,334-100.0% | $5,124-100.0% |