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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 | $24,613 | $69,012-64.3% | $160,009-84.6% | $68,486-64.1% |
| Participation rate | 30.8% | 65.4%-34.7pp | 78.0%-47.2pp | 67.9%-37.1pp |
| Annual return | -38.50% | -9.65%-28.8pp | 408.85%-447.3pp | -7.85%-30.6pp |
| Employer contribution / active EE | $575 | $2,212-74.0% | $4,225-86.4% | $2,597-77.9% |
| Participant deferral / active EE | $1,334 | $4,212-68.3% | $6,183-78.4% | $4,028-66.9% |
| Admin fee / account holder | $23 | $4,798-99.5% | $8,715-99.7% | $5,404-99.6% |