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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 | $5,931 | $72,071-91.8% | $68,368-91.3% | $137,256-95.7% |
| Participation rate | 44.4% | 76.2%-31.8pp | 73.8%-29.3pp | 80.0%-35.5pp |
| Annual return | 5.38% | 353.14%-347.8pp | 292.57%-287.2pp | 220.34%-215.0pp |
| Employer contribution / active EE | $1,605 | $2,788-42.4% | $2,649-39.4% | $4,156-61.4% |
| Participant deferral / active EE | $0 | $4,410-100.0% | $4,123-100.0% | $6,407-100.0% |
| Admin fee / account holder | $61 | $5,336-98.9% | $5,150-98.8% | $12,270-99.5% |