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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 | $38,538 | $47,479-18.8% | $62,929-38.8% | $82,448-53.3% |
| Participation rate | 12.5% | 66.9%-54.4pp | 73.1%-60.6pp | 68.1%-55.6pp |
| Annual return | 11.45% | 20.34%-8.9pp | 1063.93%-1052.5pp | 41.64%-30.2pp |
| Employer contribution / active EE | $0 | $1,885-100.0% | $2,505-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $367 | $2,870-87.2% | $3,888-90.6% | $4,139-91.1% |
| Admin fee / account holder | $253 | $3,804-93.4% | $5,065-95.0% | $7,234-96.5% |