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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 | $20,243 | $45,041-55.1% | $63,003-67.9% | $70,131-71.1% |
| Participation rate | 20.8% | 69.5%-48.7pp | 74.8%-54.0pp | 69.5%-48.7pp |
| Annual return | 10.89% | 18.76%-7.9pp | 87.59%-76.7pp | 73.14%-62.2pp |
| Employer contribution / active EE | $0 | $2,052-100.0% | $2,760-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $707 | $2,465-71.3% | $3,329-78.8% | $3,332-78.8% |
| Admin fee / account holder | $248 | $2,836-91.3% | $3,600-93.1% | $4,645-94.7% |