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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 | $41,008 | $42,383-3.2% | $76,518-46.4% | $64,173-36.1% |
| Participation rate | 3.4% | 58.1%-54.8pp | 68.0%-64.6pp | 69.6%-66.2pp |
| Annual return | -36.78% | -16.54%-20.2pp | -0.27%-36.5pp | 7.63%-44.4pp |
| Employer contribution / active EE | $285 | $1,563-81.8% | $2,647-89.2% | $2,381-88.0% |
| Participant deferral / active EE | $570 | $2,566-77.8% | $3,836-85.1% | $3,470-83.6% |
| Admin fee / account holder | $173 | $3,198-94.6% | $4,849-96.4% | $4,887-96.5% |