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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 | $12,134 | $76,407-84.1% | $150,298-91.9% | $82,448-85.3% |
| Participation rate | 32.3% | 66.4%-34.1pp | 77.8%-45.5pp | 68.1%-35.8pp |
| Annual return | 9.92% | 39.99%-30.1pp | 62.79%-52.9pp | 41.64%-31.7pp |
| Employer contribution / active EE | $581 | $2,614-77.8% | $4,154-86.0% | $2,551-77.2% |
| Participant deferral / active EE | $789 | $3,214-75.5% | $5,453-85.5% | $4,139-80.9% |
| Admin fee / account holder | $0 | $6,352-100.0% | $14,116-100.0% | $7,234-100.0% |