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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 | $24,149 | $100,792-76.0% | $86,691-72.1% | $134,509-82.0% |
| Participation rate | 62.5% | 78.9%-16.4pp | 76.6%-14.1pp | 81.2%-18.7pp |
| Annual return | -20.58% | 29.08%-49.7pp | 35.94%-56.5pp | 418.13%-438.7pp |
| Employer contribution / active EE | $1,235 | $3,491-64.6% | $2,837-56.5% | $4,741-74.0% |
| Participant deferral / active EE | $1,412 | $5,339-73.5% | $4,656-69.7% | $6,400-77.9% |
| Admin fee / account holder | $19 | $10,924-99.8% | $7,492-99.7% | $11,427-99.8% |