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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 | $34,574 | $85,766-59.7% | $136,298-74.6% | $70,126-50.7% |
| Participation rate | 30.9% | 74.2%-43.3pp | 81.9%-51.1pp | 69.5%-38.7pp |
| Annual return | 12.86% | 31.46%-18.6pp | 5156.27%-5143.4pp | 73.15%-60.3pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,185 | $5,051-76.5% | $6,247-81.0% | $3,332-64.4% |
| Admin fee / account holder | $21 | $5,421-99.6% | $9,244-99.8% | $4,645-99.5% |