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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 | $78,027-60.5% | $178,528-82.7% | $80,925-61.9% |
| Participation rate | 13.1% | 65.7%-52.6pp | 77.1%-64.0pp | 67.7%-54.5pp |
| Annual return | 8.42% | 18.09%-9.7pp | 27.11%-18.7pp | 35.65%-27.2pp |
| Employer contribution / active EE | $0 | $2,281-100.0% | $3,950-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $874 | $4,408-80.2% | $6,278-86.1% | $4,299-79.7% |
| Admin fee / account holder | $153 | $7,168-97.9% | $10,419-98.5% | $6,940-97.8% |