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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 | $9,996 | $73,863-86.5% | $143,797-93.0% | $68,490-85.4% |
| Participation rate | 37.0% | 66.7%-29.7pp | 80.3%-43.4pp | 67.9%-30.9pp |
| Annual return | -20.27% | 0.91%-21.2pp | -0.04%-20.2pp | -7.85%-12.4pp |
| Employer contribution / active EE | $432 | $3,185-86.4% | $4,952-91.3% | $2,597-83.4% |
| Participant deferral / active EE | $640 | $3,385-81.1% | $5,638-88.6% | $4,028-84.1% |
| Admin fee / account holder | $33 | $5,756-99.4% | $14,679-99.8% | $5,403-99.4% |