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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 | $34,252 | $89,259-61.6% | $107,187-68.0% | $82,637-58.6% |
| Participation rate | 46.7% | 67.9%-21.3pp | 75.0%-28.4pp | 68.1%-21.4pp |
| Annual return | 3.31% | 21.02%-17.7pp | 204.55%-201.2pp | 53.51%-50.2pp |
| Employer contribution / active EE | $2,592 | $3,080-15.8% | $3,782-31.5% | $2,552+1.6% |
| Participant deferral / active EE | $0 | $4,037-100.0% | $5,096-100.0% | $4,126-100.0% |
| Admin fee / account holder | $56 | $7,381-99.2% | $9,162-99.4% | $7,339-99.2% |