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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 | $19,592 | $41,016-52.2% | $152,093-87.1% | $64,097-69.4% |
| Participation rate | 11.0% | 51.3%-40.3pp | 77.8%-66.7pp | 55.2%-44.1pp |
| Annual return | 8.97% | 39.60%-30.6pp | 66.36%-57.4pp | 34.64%-25.7pp |
| Employer contribution / active EE | $269 | $1,342-80.0% | $4,175-93.6% | $1,891-85.8% |
| Participant deferral / active EE | $469 | $1,927-75.7% | $5,451-91.4% | $3,080-84.8% |
| Admin fee / account holder | $66 | $2,305-97.1% | $14,497-99.5% | $3,454-98.1% |