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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 | $40,285 | $45,438-11.3% | $80,004-49.6% | $59,633-32.4% |
| Participation rate | 45.0% | 63.7%-18.7pp | 73.0%-28.0pp | 68.7%-23.7pp |
| Annual return | -6.38% | 5.10%-11.5pp | 7.63%-14.0pp | 2041.45%-2047.8pp |
| Employer contribution / active EE | $0 | $1,236-100.0% | $2,473-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $653 | $2,231-70.7% | $3,204-79.6% | $3,192-79.5% |
| Admin fee / account holder | $0 | $3,464-100.0% | $5,033-100.0% | $4,297-100.0% |