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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 | $48,011-66.2% | $63,803-74.5% | $82,637-80.3% |
| Participation rate | 66.7% | 66.6%+0.1pp | 72.7%-6.0pp | 68.1%-1.4pp |
| Annual return | 1.56% | 19.84%-18.3pp | 543.72%-542.2pp | 53.51%-51.9pp |
| Employer contribution / active EE | $2,000 | $1,904+5.1% | $2,532-21.0% | $2,552-21.6% |
| Participant deferral / active EE | $0 | $2,846-100.0% | $3,843-100.0% | $4,126-100.0% |
| Admin fee / account holder | $0 | $3,873-100.0% | $5,196-100.0% | $7,339-100.0% |