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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 | $43,645 | $55,446-21.3% | $155,574-71.9% | $74,429-41.4% |
| Participation rate | 15.1% | 61.9%-46.8pp | 78.2%-63.1pp | 67.2%-52.1pp |
| Annual return | 5.24% | 269.20%-264.0pp | 64.87%-59.6pp | 1368.38%-1363.1pp |
| Employer contribution / active EE | $387 | $2,266-82.9% | $4,676-91.7% | $2,625-85.3% |
| Participant deferral / active EE | $388 | $2,836-86.3% | $5,629-93.1% | $4,348-91.1% |
| Admin fee / account holder | $194 | $1,743-88.9% | $15,914-98.8% | $1,944-90.0% |