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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 | $19,329 | $82,674-76.6% | $125,381-84.6% | $68,486-71.8% |
| Participation rate | 30.8% | 75.1%-44.3pp | 82.4%-51.6pp | 67.9%-37.1pp |
| Annual return | -26.48% | -5.97%-20.5pp | 572.31%-598.8pp | -7.85%-18.6pp |
| Employer contribution / active EE | $1,010 | $3,382-70.1% | $4,815-79.0% | $2,597-61.1% |
| Participant deferral / active EE | $2,251 | $6,111-63.2% | $7,448-69.8% | $4,028-44.1% |
| Admin fee / account holder | $136 | $6,277-97.8% | $10,007-98.6% | $5,404-97.5% |