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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 | $50,640 | $64,719-21.8% | $112,249-54.9% | $68,486-26.1% |
| Participation rate | 16.2% | 67.2%-51.0pp | 75.1%-58.9pp | 67.9%-51.7pp |
| Annual return | -23.49% | -11.40%-12.1pp | 27.48%-51.0pp | -7.85%-15.6pp |
| Employer contribution / active EE | $798 | $2,747-70.9% | $3,636-78.1% | $2,597-69.3% |
| Participant deferral / active EE | $1,329 | $3,565-62.7% | $4,729-71.9% | $4,028-67.0% |
| Admin fee / account holder | $21 | $5,232-99.6% | $6,412-99.7% | $5,404-99.6% |