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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 | $57,548 | $54,380+5.8% | $68,509-16.0% | $59,633-3.5% |
| Participation rate | 55.6% | 70.2%-14.6pp | 74.7%-19.2pp | 68.7%-13.1pp |
| Annual return | -11.37% | 2.83%-14.2pp | 8.27%-19.6pp | 2041.45%-2052.8pp |
| Employer contribution / active EE | $415 | $1,539-73.0% | $2,278-81.8% | $2,203-81.2% |
| Participant deferral / active EE | $854 | $2,643-67.7% | $3,382-74.7% | $3,192-73.2% |
| Admin fee / account holder | $281 | $3,885-92.8% | $5,275-94.7% | $4,297-93.5% |