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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 | $16,729 | $67,372-75.2% | $60,906-72.5% | $134,532-87.6% |
| Participation rate | 34.8% | 76.2%-41.4pp | 73.1%-38.3pp | 81.2%-46.4pp |
| Annual return | -21.75% | 50.05%-71.8pp | 16.94%-38.7pp | 418.27%-440.0pp |
| Employer contribution / active EE | $788 | $3,099-74.6% | $2,703-70.8% | $4,741-83.4% |
| Participant deferral / active EE | $860 | $4,532-81.0% | $3,814-77.5% | $6,401-86.6% |
| Admin fee / account holder | $199 | $4,588-95.7% | $3,227-93.8% | $11,429-98.3% |