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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 | $33,865 | $81,276-58.3% | $155,574-78.2% | $80,925-58.2% |
| Participation rate | 52.3% | 66.2%-13.9pp | 78.2%-25.9pp | 67.7%-15.4pp |
| Annual return | 10.35% | 33.36%-23.0pp | 64.87%-54.5pp | 35.65%-25.3pp |
| Employer contribution / active EE | $3,223 | $3,103+3.9% | $4,676-31.1% | $2,756+17.0% |
| Participant deferral / active EE | $0 | $3,453-100.0% | $5,629-100.0% | $4,299-100.0% |
| Admin fee / account holder | $252 | $7,993-96.8% | $15,914-98.4% | $6,940-96.4% |