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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 | $30,804 | $78,015-60.5% | $178,505-82.7% | $80,959-62.0% |
| Participation rate | 13.1% | 65.7%-52.6pp | 77.1%-64.0pp | 67.7%-54.6pp |
| Annual return | 8.42% | 18.10%-9.7pp | 27.16%-18.7pp | 35.67%-27.3pp |
| Employer contribution / active EE | $0 | $2,281-100.0% | $3,955-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $874 | $4,406-80.2% | $6,280-86.1% | $4,300-79.7% |
| Admin fee / account holder | $153 | $7,160-97.9% | $10,428-98.5% | $6,925-97.8% |