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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 | $88,672-61.4% | $105,223-67.4% | $82,448-58.5% |
| Participation rate | 46.7% | 67.9%-21.3pp | 75.0%-28.4pp | 68.1%-21.4pp |
| Annual return | 3.31% | 30.86%-27.5pp | 180.65%-177.3pp | 41.64%-38.3pp |
| Employer contribution / active EE | $2,592 | $3,048-15.0% | $3,689-29.7% | $2,551+1.6% |
| Participant deferral / active EE | $0 | $4,036-100.0% | $5,072-100.0% | $4,139-100.0% |
| Admin fee / account holder | $56 | $7,146-99.2% | $8,859-99.4% | $7,234-99.2% |