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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 | $21,843 | $29,670-26.4% | $56,054-61.0% | $80,911-73.0% |
| Participation rate | 20.4% | 41.7%-21.3pp | 52.5%-32.1pp | 67.6%-47.2pp |
| Annual return | 10.19% | 35.24%-25.1pp | 1705.95%-1695.8pp | 35.63%-25.4pp |
| Employer contribution / active EE | $807 | $670+20.6% | $1,039-22.3% | $2,756-70.7% |
| Participant deferral / active EE | $166 | $1,227-86.5% | $1,952-91.5% | $4,297-96.1% |
| Admin fee / account holder | $114 | $2,431-95.3% | $2,822-96.0% | $6,935-98.4% |