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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 | $28,812 | $81,487-64.6% | $102,412-71.9% | $80,935-64.4% |
| Participation rate | 48.8% | 66.8%-18.0pp | 74.5%-25.7pp | 67.7%-18.8pp |
| Annual return | 2.43% | 25.60%-23.2pp | 24.94%-22.5pp | 35.66%-33.2pp |
| Employer contribution / active EE | $2,005 | $3,103-35.4% | $3,870-48.2% | $2,757-27.3% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,299-100.0% |
| Admin fee / account holder | $107 | $6,717-98.4% | $8,388-98.7% | $6,924-98.5% |