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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 | $77,814-84.7% | $158,223-92.5% | $86,983-86.3% |
| Participation rate | 47.5% | 68.4%-20.9pp | 79.2%-31.7pp | 69.5%-22.0pp |
| Annual return | 10.53% | 30.54%-20.0pp | 52.09%-41.6pp | 25.83%-15.3pp |
| Employer contribution / active EE | $966 | $2,592-62.7% | $4,109-76.5% | $2,584-62.6% |
| Participant deferral / active EE | $538 | $3,270-83.5% | $5,467-90.2% | $4,194-87.2% |
| Admin fee / account holder | $0 | $5,879-100.0% | $16,047-100.0% | $7,856-100.0% |