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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 | $3,263 | $36,948-91.2% | $73,658-95.6% | $87,485-96.3% |
| Participation rate | 2.0% | 46.8%-44.9pp | 57.0%-55.1pp | 68.9%-67.0pp |
| Annual return | 4.18% | 28.64%-24.5pp | 29.72%-25.5pp | 26.06%-21.9pp |
| Employer contribution / active EE | $0 | $670-100.0% | $1,032-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2 | $1,379-99.9% | $2,062-99.9% | $4,274-100.0% |
| Admin fee / account holder | $108 | $2,531-95.8% | $3,357-96.8% | $7,775-98.6% |