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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 | $12,338 | $29,716-58.5% | $56,077-78.0% | $80,925-84.8% |
| Participation rate | 60.7% | 41.7%+19.0pp | 52.5%+8.2pp | 67.7%-6.9pp |
| Annual return | 4.34% | 35.30%-31.0pp | 1709.28%-1704.9pp | 35.65%-31.3pp |
| Employer contribution / active EE | $2,679 | $671+299.2% | $1,040+157.5% | $2,756-2.8% |
| Participant deferral / active EE | $0 | $1,228-100.0% | $1,954-100.0% | $4,299-100.0% |
| Admin fee / account holder | $72 | $2,432-97.1% | $2,825-97.5% | $6,940-99.0% |