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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 | $78,690-84.8% | $161,489-92.6% | $87,485-86.3% |
| Participation rate | 47.5% | 67.5%-19.9pp | 78.7%-31.2pp | 68.9%-21.4pp |
| Annual return | 10.53% | 32.74%-22.2pp | 89.72%-79.2pp | 26.06%-15.5pp |
| Employer contribution / active EE | $966 | $2,588-62.7% | $4,268-77.4% | $2,596-62.8% |
| Participant deferral / active EE | $538 | $3,311-83.7% | $5,630-90.4% | $4,274-87.4% |
| Admin fee / account holder | $0 | $6,724-100.0% | $16,006-100.0% | $7,775-100.0% |