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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 | $19,409 | $53,128-63.5% | $86,582-77.6% | $70,126-72.3% |
| Participation rate | 48.9% | 65.3%-16.4pp | 73.5%-24.6pp | 69.5%-20.6pp |
| Annual return | 10.44% | 27.66%-17.2pp | 965.08%-954.6pp | 73.15%-62.7pp |
| Employer contribution / active EE | $1,054 | $2,068-49.0% | $2,839-62.9% | $2,343-55.0% |
| Participant deferral / active EE | $0 | $2,695-100.0% | $3,609-100.0% | $3,332-100.0% |
| Admin fee / account holder | $63 | $3,584-98.3% | $4,904-98.7% | $4,645-98.7% |