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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 | $11,357 | $82,324-86.2% | $68,803-83.5% | $134,545-91.6% |
| Participation rate | 50.0% | 75.1%-25.1pp | 69.0%-19.0pp | 81.2%-31.2pp |
| Annual return | -21.72% | -2.17%-19.5pp | -6.37%-15.3pp | 418.37%-440.1pp |
| Employer contribution / active EE | $5,631 | $3,302+70.6% | $2,656+112.0% | $4,742+18.8% |
| Participant deferral / active EE | $119 | $4,740-97.5% | $3,942-97.0% | $6,401-98.1% |
| Admin fee / account holder | $270 | $6,485-95.8% | $4,936-94.5% | $11,431-97.6% |