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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 | $19,594 | $68,880-71.6% | $120,580-83.8% | $80,959-75.8% |
| Participation rate | 8.6% | 61.7%-53.1pp | 72.0%-63.4pp | 67.7%-59.1pp |
| Annual return | 9.34% | 23.68%-14.3pp | 107.48%-98.1pp | 35.67%-26.3pp |
| Employer contribution / active EE | $0 | $2,066-100.0% | $3,469-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $37 | $3,191-98.8% | $4,995-99.3% | $4,300-99.1% |
| Admin fee / account holder | $46 | $5,785-99.2% | $9,418-99.5% | $6,925-99.3% |