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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 | $68,573-71.4% | $120,368-83.7% | $80,874-75.8% |
| Participation rate | 8.6% | 61.6%-53.0pp | 71.9%-63.3pp | 67.6%-59.1pp |
| Annual return | 9.34% | 23.61%-14.3pp | 107.26%-97.9pp | 35.62%-26.3pp |
| Employer contribution / active EE | $0 | $2,052-100.0% | $3,465-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $37 | $3,174-98.8% | $4,991-99.3% | $4,297-99.1% |
| Admin fee / account holder | $46 | $5,734-99.2% | $9,429-99.5% | $6,935-99.3% |