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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 | $42,656 | $76,407-44.2% | $150,298-71.6% | $82,448-48.3% |
| Participation rate | 63.8% | 66.4%-2.6pp | 77.8%-13.9pp | 68.1%-4.2pp |
| Annual return | 3.96% | 39.99%-36.0pp | 62.79%-58.8pp | 41.64%-37.7pp |
| Employer contribution / active EE | $329 | $2,614-87.4% | $4,154-92.1% | $2,551-87.1% |
| Participant deferral / active EE | $794 | $3,214-75.3% | $5,453-85.4% | $4,139-80.8% |
| Admin fee / account holder | $201 | $6,352-96.8% | $14,116-98.6% | $7,234-97.2% |