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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 | $57,083 | $80,983-29.5% | $96,544-40.9% | $75,177-24.1% |
| Participation rate | 25.0% | 71.8%-46.8pp | 76.0%-51.0pp | 67.2%-42.2pp |
| Annual return | 2.26% | 27.05%-24.8pp | 25.88%-23.6pp | 160.75%-158.5pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $2,966-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $33 | $3,929-99.2% | $4,851-99.3% | $4,126-99.2% |
| Admin fee / account holder | $26 | $6,717-99.6% | $8,254-99.7% | $5,651-99.5% |