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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 | $33,003 | $77,920-57.6% | $149,723-78.0% | $75,177-56.1% |
| Participation rate | 22.2% | 65.6%-43.4pp | 78.8%-56.6pp | 67.2%-45.0pp |
| Annual return | 5.74% | 31.72%-26.0pp | 134.50%-128.8pp | 160.75%-155.0pp |
| Employer contribution / active EE | $479 | $3,138-84.7% | $4,821-90.1% | $2,671-82.1% |
| Participant deferral / active EE | $479 | $3,411-86.0% | $5,682-91.6% | $4,126-88.4% |
| Admin fee / account holder | $10 | $5,951-99.8% | $13,215-99.9% | $5,651-99.8% |