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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 | $40,825 | $81,358-49.8% | $155,556-73.8% | $80,959-49.6% |
| Participation rate | 64.8% | 66.3%-1.5pp | 78.2%-13.4pp | 67.7%-2.9pp |
| Annual return | 7.65% | 33.39%-25.7pp | 64.84%-57.2pp | 35.67%-28.0pp |
| Employer contribution / active EE | $1,208 | $3,106-61.1% | $4,675-74.2% | $2,757-56.2% |
| Participant deferral / active EE | $0 | $3,455-100.0% | $5,631-100.0% | $4,300-100.0% |
| Admin fee / account holder | $196 | $7,994-97.5% | $15,885-98.8% | $6,925-97.2% |