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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 | $20,609 | $91,198-77.4% | $178,503-88.5% | $79,856-74.2% |
| Participation rate | 56.3% | 69.2%-13.0pp | 81.9%-25.7pp | 69.6%-13.4pp |
| Annual return | -0.93% | 24.20%-25.1pp | 151.12%-152.0pp | 31.71%-32.6pp |
| Employer contribution / active EE | $0 | $3,257-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $818 | $3,237-74.7% | $5,202-84.3% | $3,741-78.1% |
| Admin fee / account holder | $158 | $6,748-97.7% | $13,987-98.9% | $5,306-97.0% |