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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 | $25,889 | $114,013-77.3% | $103,693-75.0% | $155,188-83.3% |
| Participation rate | 17.4% | 75.2%-57.8pp | 72.6%-55.3pp | 80.8%-63.4pp |
| Annual return | 7.24% | 49.31%-42.1pp | 47.61%-40.4pp | 148.84%-141.6pp |
| Employer contribution / active EE | $0 | $3,131-100.0% | $2,920-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $101 | $4,970-98.0% | $4,579-97.8% | $6,531-98.5% |
| Admin fee / account holder | $21 | $8,407-99.8% | $7,858-99.7% | $14,480-99.9% |