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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 | $48,995 | $118,488-58.7% | $98,462-50.2% | $139,487-64.9% |
| Participation rate | 63.6% | 77.5%-13.8pp | 75.2%-11.5pp | 80.3%-16.7pp |
| Annual return | -1.19% | 18.96%-20.2pp | 21.17%-22.4pp | 373.84%-375.0pp |
| Employer contribution / active EE | $2,502 | $3,611-30.7% | $3,049-17.9% | $4,755-47.4% |
| Participant deferral / active EE | $379 | $5,393-93.0% | $4,738-92.0% | $6,713-94.3% |
| Admin fee / account holder | $182 | $13,868-98.7% | $8,875-98.0% | $11,407-98.4% |