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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 | $75,541-83.9% | $152,093-92.0% | $82,637-85.3% |
| Participation rate | 32.3% | 66.5%-34.3pp | 77.8%-45.5pp | 68.1%-35.8pp |
| Annual return | 9.92% | 32.56%-22.6pp | 66.36%-56.4pp | 53.51%-43.6pp |
| Employer contribution / active EE | $581 | $2,622-77.8% | $4,175-86.1% | $2,552-77.2% |
| Participant deferral / active EE | $789 | $3,206-75.4% | $5,451-85.5% | $4,126-80.9% |
| Admin fee / account holder | $0 | $6,405-100.0% | $14,497-100.0% | $7,339-100.0% |