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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 | $29,821 | $100,203-70.2% | $85,240-65.0% | $145,897-79.6% |
| Participation rate | 50.0% | 74.1%-24.1pp | 67.5%-17.5pp | 80.3%-30.3pp |
| Annual return | 5.97% | 84.28%-78.3pp | 66.75%-60.8pp | 552.29%-546.3pp |
| Employer contribution / active EE | $2,920 | $3,242-9.9% | $2,735+6.8% | $4,663-37.4% |
| Participant deferral / active EE | $0 | $5,299-100.0% | $4,527-100.0% | $6,689-100.0% |
| Admin fee / account holder | $282 | $7,265-96.1% | $6,165-95.4% | $13,390-97.9% |