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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 | $26,312 | $58,275-54.8% | $81,844-67.9% | $80,935-67.5% |
| Participation rate | 55.8% | 63.5%-7.7pp | 72.4%-16.6pp | 67.7%-11.8pp |
| Annual return | 9.01% | 41.82%-32.8pp | 778.87%-769.9pp | 35.66%-26.6pp |
| Employer contribution / active EE | $2,078 | $2,346-11.4% | $2,916-28.8% | $2,757-24.6% |
| Participant deferral / active EE | $428 | $3,285-87.0% | $4,323-90.1% | $4,299-90.1% |
| Admin fee / account holder | $138 | $4,749-97.1% | $7,355-98.1% | $6,924-98.0% |