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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 | $51,184-68.3% | $66,439-75.5% | $86,983-81.3% |
| Participation rate | 66.7% | 68.5%-1.8pp | 74.5%-7.8pp | 69.5%-2.9pp |
| Annual return | 1.56% | 17.07%-15.5pp | 757.66%-756.1pp | 25.83%-24.3pp |
| Employer contribution / active EE | $2,000 | $2,023-1.1% | $2,637-24.1% | $2,584-22.6% |
| Participant deferral / active EE | $0 | $2,927-100.0% | $3,876-100.0% | $4,194-100.0% |
| Admin fee / account holder | $0 | $4,154-100.0% | $6,173-100.0% | $7,856-100.0% |