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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 | $18,001 | $43,730-58.8% | $121,220-85.2% | $64,173-71.9% |
| Participation rate | 9.3% | 58.3%-49.0pp | 71.8%-62.5pp | 69.6%-60.3pp |
| Annual return | -10.20% | 68.94%-79.1pp | 16.94%-27.1pp | 7.63%-17.8pp |
| Employer contribution / active EE | $0 | $1,297-100.0% | $4,023-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $377 | $2,281-83.5% | $3,345-88.7% | $3,470-89.1% |
| Admin fee / account holder | $296 | $3,502-91.5% | $5,021-94.1% | $4,887-93.9% |