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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 | $31,046 | $70,418-55.9% | $96,570-67.9% | $85,847-63.8% |
| Participation rate | 7.3% | 61.8%-54.5pp | 69.8%-62.6pp | 69.3%-62.0pp |
| Annual return | 10.38% | 18.59%-8.2pp | 37.79%-27.4pp | 318.61%-308.2pp |
| Employer contribution / active EE | $0 | $1,413-100.0% | $2,357-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $145 | $2,894-95.0% | $3,849-96.2% | $3,952-96.3% |
| Admin fee / account holder | $0 | $4,995-100.0% | $6,182-100.0% | $6,261-100.0% |