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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 | $35,399 | $77,920-54.6% | $149,723-76.4% | $75,177-52.9% |
| Participation rate | 13.3% | 65.6%-52.2pp | 78.8%-65.4pp | 67.2%-53.9pp |
| Annual return | -0.40% | 31.72%-32.1pp | 134.50%-134.9pp | 160.75%-161.1pp |
| Employer contribution / active EE | $486 | $3,138-84.5% | $4,821-89.9% | $2,671-81.8% |
| Participant deferral / active EE | $487 | $3,411-85.7% | $5,682-91.4% | $4,126-88.2% |
| Admin fee / account holder | $27 | $5,951-99.5% | $13,215-99.8% | $5,651-99.5% |