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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 | $11,944 | $76,407-84.4% | $150,298-92.1% | $82,448-85.5% |
| Participation rate | 47.5% | 66.4%-18.9pp | 77.8%-30.2pp | 68.1%-20.5pp |
| Annual return | 10.53% | 39.99%-29.5pp | 62.79%-52.3pp | 41.64%-31.1pp |
| Employer contribution / active EE | $966 | $2,614-63.0% | $4,154-76.7% | $2,551-62.1% |
| Participant deferral / active EE | $538 | $3,214-83.3% | $5,453-90.1% | $4,139-87.0% |
| Admin fee / account holder | $0 | $6,352-100.0% | $14,116-100.0% | $7,234-100.0% |