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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 | $58,241-54.8% | $81,780-67.8% | $80,911-67.5% |
| Participation rate | 55.8% | 63.4%-7.6pp | 72.4%-16.5pp | 67.6%-11.8pp |
| Annual return | 9.01% | 41.73%-32.7pp | 776.27%-767.3pp | 35.63%-26.6pp |
| Employer contribution / active EE | $2,078 | $2,343-11.3% | $2,914-28.7% | $2,756-24.6% |
| Participant deferral / active EE | $428 | $3,283-87.0% | $4,321-90.1% | $4,297-90.1% |
| Admin fee / account holder | $138 | $4,973-97.2% | $7,384-98.1% | $6,935-98.0% |