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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 | $18,704 | $52,279-64.2% | $89,414-79.1% | $79,852-76.6% |
| Participation rate | 13.2% | 57.5%-44.4pp | 68.0%-54.8pp | 69.6%-56.5pp |
| Annual return | 11.36% | 22.16%-10.8pp | 245.50%-234.1pp | 31.72%-20.4pp |
| Employer contribution / active EE | $409 | $1,572-74.0% | $2,586-84.2% | $2,471-83.5% |
| Participant deferral / active EE | $482 | $2,740-82.4% | $3,890-87.6% | $3,740-87.1% |
| Admin fee / account holder | $0 | $3,356-100.0% | $4,883-100.0% | $5,306-100.0% |