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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 | $17,139 | $57,057-70.0% | $85,009-79.8% | $80,874-78.8% |
| Participation rate | 9.1% | 56.4%-47.3pp | 67.5%-58.4pp | 67.6%-58.6pp |
| Annual return | 9.22% | 21.66%-12.4pp | 66.47%-57.3pp | 35.62%-26.4pp |
| Employer contribution / active EE | $0 | $1,799-100.0% | $2,728-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $242 | $3,112-92.2% | $4,522-94.7% | $4,297-94.4% |
| Admin fee / account holder | $20 | $4,986-99.6% | $6,153-99.7% | $6,935-99.7% |