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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 | $16,247 | $50,554-67.9% | $67,681-76.0% | $87,485-81.4% |
| Participation rate | 66.7% | 67.7%-1.1pp | 73.7%-7.1pp | 68.9%-2.3pp |
| Annual return | 1.56% | 17.81%-16.3pp | 590.58%-589.0pp | 26.06%-24.5pp |
| Employer contribution / active EE | $2,000 | $1,988+0.6% | $2,678-25.3% | $2,596-23.0% |
| Participant deferral / active EE | $0 | $2,961-100.0% | $3,976-100.0% | $4,274-100.0% |
| Admin fee / account holder | $0 | $4,132-100.0% | $6,100-100.0% | $7,775-100.0% |