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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 | $17,369 | $103,038-83.1% | $90,324-80.8% | $152,909-88.6% |
| Participation rate | 33.3% | 75.9%-42.5pp | 73.3%-39.9pp | 82.5%-49.1pp |
| Annual return | 2.49% | 95.25%-92.8pp | 78.15%-75.7pp | 345.46%-343.0pp |
| Employer contribution / active EE | $0 | $3,141-100.0% | $2,856-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $486 | $4,282-88.7% | $3,885-87.5% | $5,851-91.7% |
| Admin fee / account holder | $256 | $6,177-95.9% | $5,356-95.2% | $11,601-97.8% |