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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 | $33,940 | $46,534-27.1% | $64,097-47.0% | $75,177-54.9% |
| Participation rate | 6.1% | 65.9%-59.9pp | 72.3%-66.3pp | 67.2%-61.1pp |
| Annual return | 10.73% | 26.07%-15.3pp | 33.75%-23.0pp | 160.75%-150.0pp |
| Employer contribution / active EE | $0 | $1,976-100.0% | $2,750-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $91 | $2,835-96.8% | $3,881-97.6% | $4,126-97.8% |
| Admin fee / account holder | $5 | $2,957-99.8% | $3,070-99.8% | $5,651-99.9% |