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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 | $18,994 | $64,719-70.7% | $112,249-83.1% | $68,486-72.3% |
| Participation rate | 35.7% | 67.2%-31.4pp | 75.1%-39.3pp | 67.9%-32.2pp |
| Annual return | -20.26% | -11.40%-8.9pp | 27.48%-47.7pp | -7.85%-12.4pp |
| Employer contribution / active EE | $975 | $2,747-64.5% | $3,636-73.2% | $2,597-62.5% |
| Participant deferral / active EE | $1,355 | $3,565-62.0% | $4,729-71.3% | $4,028-66.4% |
| Admin fee / account holder | $127 | $5,232-97.6% | $6,412-98.0% | $5,404-97.7% |