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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 | $27,168 | $77,817-65.1% | $123,553-78.0% | $64,173-57.7% |
| Participation rate | 9.4% | 74.7%-65.3pp | 82.3%-72.9pp | 69.6%-60.1pp |
| Annual return | -9.41% | 12.49%-21.9pp | 119.21%-128.6pp | 7.63%-17.0pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $847 | $5,240-83.8% | $6,426-86.8% | $3,470-75.6% |
| Admin fee / account holder | $15 | $5,519-99.7% | $9,284-99.8% | $4,887-99.7% |