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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 | $22,799 | $57,073-60.1% | $85,126-73.2% | $80,925-71.8% |
| Participation rate | 21.8% | 56.4%-34.6pp | 67.5%-45.7pp | 67.7%-45.8pp |
| Annual return | 4.71% | 21.69%-17.0pp | 66.63%-61.9pp | 35.65%-30.9pp |
| Employer contribution / active EE | $515 | $1,801-71.4% | $2,731-81.1% | $2,756-81.3% |
| Participant deferral / active EE | $592 | $3,113-81.0% | $4,523-86.9% | $4,299-86.2% |
| Admin fee / account holder | $210 | $4,988-95.8% | $6,160-96.6% | $6,940-97.0% |