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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 | $29,233 | $88,707-67.0% | $74,184-60.6% | $273,972-89.3% |
| Participation rate | 18.8% | 79.4%-60.7pp | 76.6%-57.9pp | 83.0%-64.3pp |
| Annual return | -3.29% | 11.94%-15.2pp | 17.74%-21.0pp | 41.46%-44.7pp |
| Employer contribution / active EE | $1,193 | $3,159-62.2% | $2,370-49.7% | $4,869-75.5% |
| Participant deferral / active EE | $1,193 | $4,212-71.7% | $3,550-66.4% | $5,287-77.4% |
| Admin fee / account holder | $0 | $8,717-100.0% | $5,586-100.0% | $10,133-100.0% |