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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 | $29,936 | $77,901-61.6% | $149,717-80.0% | $75,181-60.2% |
| Participation rate | 7.8% | 65.6%-57.8pp | 78.8%-71.0pp | 67.2%-59.4pp |
| Annual return | 11.24% | 31.73%-20.5pp | 134.41%-123.2pp | 160.69%-149.4pp |
| Employer contribution / active EE | $0 | $3,137-100.0% | $4,820-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $271 | $3,411-92.1% | $5,682-95.2% | $4,126-93.4% |
| Admin fee / account holder | $0 | $5,949-100.0% | $13,213-100.0% | $5,650-100.0% |