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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 | $42,600 | $70,486-39.6% | $100,528-57.6% | $79,852-46.7% |
| Participation rate | 36.4% | 73.6%-37.3pp | 79.4%-43.1pp | 69.6%-33.3pp |
| Annual return | 7.12% | 21.90%-14.8pp | 30.90%-23.8pp | 31.72%-24.6pp |
| Employer contribution / active EE | $0 | $2,165-100.0% | $3,419-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $550 | $5,182-89.4% | $6,271-91.2% | $3,740-85.3% |
| Admin fee / account holder | $207 | $4,480-95.4% | $8,084-97.4% | $5,306-96.1% |