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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 | $29,068 | $91,198-68.1% | $178,503-83.7% | $79,856-63.6% |
| Participation rate | 27.0% | 69.2%-42.3pp | 81.9%-55.0pp | 69.6%-42.7pp |
| Annual return | 2.23% | 24.20%-22.0pp | 151.12%-148.9pp | 31.71%-29.5pp |
| Employer contribution / active EE | $562 | $3,257-82.7% | $5,011-88.8% | $2,471-77.3% |
| Participant deferral / active EE | $314 | $3,237-90.3% | $5,202-94.0% | $3,741-91.6% |
| Admin fee / account holder | $255 | $6,748-96.2% | $13,987-98.2% | $5,306-95.2% |