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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 | $29,733-58.5% | $56,025-78.0% | $80,959-84.8% |
| Participation rate | 60.7% | 41.7%+19.0pp | 52.5%+8.2pp | 67.7%-7.0pp |
| Annual return | 4.34% | 35.28%-30.9pp | 1712.69%-1708.3pp | 35.67%-31.3pp |
| Employer contribution / active EE | $2,679 | $672+298.7% | $1,042+157.2% | $2,757-2.9% |
| Participant deferral / active EE | $0 | $1,229-100.0% | $1,955-100.0% | $4,300-100.0% |
| Admin fee / account holder | $72 | $2,434-97.1% | $2,828-97.5% | $6,925-99.0% |