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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 | $82,744 | $99,875-17.2% | $146,866-43.7% | $86,983-4.9% |
| Participation rate | 23.8% | 75.8%-52.0pp | 82.5%-58.7pp | 69.5%-45.7pp |
| Annual return | 8.30% | 28.10%-19.8pp | 102.85%-94.5pp | 25.83%-17.5pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $4,425-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $1,985 | $6,322-68.6% | $7,759-74.4% | $4,194-52.7% |
| Admin fee / account holder | $0 | $7,838-100.0% | $13,620-100.0% | $7,856-100.0% |