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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 | $40,770 | $78,682-48.2% | $109,188-62.7% | $85,851-52.5% |
| Participation rate | 25.4% | 68.3%-42.9pp | 75.9%-50.5pp | 69.3%-43.9pp |
| Annual return | 6.81% | 25.09%-18.3pp | 25.76%-18.9pp | 318.63%-311.8pp |
| Employer contribution / active EE | $0 | $2,734-100.0% | $3,723-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $381 | $3,468-89.0% | $4,654-91.8% | $3,952-90.4% |
| Admin fee / account holder | $231 | $5,470-95.8% | $6,755-96.6% | $6,261-96.3% |