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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 | $83,683 | $88,707-5.7% | $74,184+12.8% | $273,972-69.5% |
| Participation rate | 50.0% | 79.4%-29.4pp | 76.6%-26.6pp | 83.0%-33.0pp |
| Annual return | -0.16% | 11.94%-12.1pp | 17.74%-17.9pp | 41.46%-41.6pp |
| Employer contribution / active EE | $727 | $3,159-77.0% | $2,370-69.3% | $4,869-85.1% |
| Participant deferral / active EE | $812 | $4,212-80.7% | $3,550-77.1% | $5,287-84.6% |
| Admin fee / account holder | $0 | $8,717-100.0% | $5,586-100.0% | $10,133-100.0% |