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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 | $42,414 | $67,602-37.3% | $82,312-48.5% | $70,126-39.5% |
| Participation rate | 30.4% | 72.8%-42.4pp | 76.9%-46.5pp | 69.5%-39.2pp |
| Annual return | 9.97% | 21.57%-11.6pp | 25.88%-15.9pp | 73.15%-63.2pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $591 | $2,987-80.2% | $3,706-84.0% | $3,332-82.3% |
| Admin fee / account holder | $91 | $4,512-98.0% | $5,608-98.4% | $4,645-98.0% |