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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 | $28,762 | $72,486-60.3% | $87,103-67.0% | $72,976-60.6% |
| Participation rate | 8.8% | 72.8%-64.0pp | 76.9%-68.1pp | 69.5%-60.7pp |
| Annual return | 8.71% | 24.46%-15.8pp | 28.19%-19.5pp | 81.02%-72.3pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $212 | $3,270-93.5% | $4,049-94.8% | $3,608-94.1% |
| Admin fee / account holder | $210 | $5,055-95.8% | $7,491-97.2% | $5,124-95.9% |