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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 | $17,413 | $56,339-69.1% | $104,301-83.3% | $68,486-74.6% |
| Participation rate | 28.0% | 63.3%-35.3pp | 73.3%-45.3pp | 67.9%-39.9pp |
| Annual return | -19.64% | -9.19%-10.5pp | 24.61%-44.3pp | -7.85%-11.8pp |
| Employer contribution / active EE | $651 | $1,960-66.8% | $3,373-80.7% | $2,597-74.9% |
| Participant deferral / active EE | $991 | $3,077-67.8% | $4,626-78.6% | $4,028-75.4% |
| Admin fee / account holder | $219 | $4,902-95.5% | $7,340-97.0% | $5,404-96.0% |