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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 | $41,425 | $49,025-15.5% | $87,502-52.7% | $62,881-34.1% |
| Participation rate | 60.7% | 64.9%-4.2pp | 73.8%-13.1pp | 69.3%-8.6pp |
| Annual return | -1.21% | 10.02%-11.2pp | 12.21%-13.4pp | 20.14%-21.4pp |
| Employer contribution / active EE | $0 | $1,372-100.0% | $2,550-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $548 | $2,289-76.1% | $3,149-82.6% | $3,203-82.9% |
| Admin fee / account holder | $254 | $4,065-93.7% | $4,221-94.0% | $4,296-94.1% |