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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 | $16,974 | $75,962-77.7% | $154,108-89.0% | $64,173-73.5% |
| Participation rate | 52.3% | 70.4%-18.1pp | 83.0%-30.8pp | 69.6%-17.3pp |
| Annual return | -8.65% | 30.32%-39.0pp | 735.21%-743.9pp | 7.63%-16.3pp |
| Employer contribution / active EE | $929 | $3,350-72.3% | $5,298-82.5% | $2,381-61.0% |
| Participant deferral / active EE | $583 | $3,175-81.6% | $5,081-88.5% | $3,470-83.2% |
| Admin fee / account holder | $98 | $5,589-98.2% | $13,411-99.3% | $4,887-98.0% |