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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 | $23,614 | $73,978-68.1% | $96,515-75.5% | $75,173-68.6% |
| Participation rate | 33.3% | 66.4%-33.1pp | 74.3%-41.0pp | 67.2%-33.9pp |
| Annual return | 2.46% | 26.72%-24.3pp | 35.73%-33.3pp | 160.72%-158.3pp |
| Employer contribution / active EE | $0 | $2,931-100.0% | $3,740-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,248 | $3,660-65.9% | $4,880-74.4% | $4,126-69.8% |
| Admin fee / account holder | $20 | $5,219-99.6% | $6,735-99.7% | $5,651-99.6% |