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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 | $93,140 | $112,131-16.9% | $95,964-2.9% | $158,982-41.4% |
| Participation rate | 20.0% | 79.0%-59.0pp | 77.1%-57.1pp | 82.0%-62.0pp |
| Annual return | 0.67% | 171.19%-170.5pp | 91.64%-91.0pp | 302.99%-302.3pp |
| Employer contribution / active EE | $1,471 | $3,199-54.0% | $2,541-42.1% | $4,763-69.1% |
| Participant deferral / active EE | $1,471 | $4,784-69.2% | $4,167-64.7% | $5,983-75.4% |
| Admin fee / account holder | $0 | $10,136-100.0% | $6,797-100.0% | $11,252-100.0% |