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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 | $41,310 | $48,078-14.1% | $78,676-47.5% | $62,881-34.3% |
| Participation rate | 20.8% | 65.2%-44.5pp | 73.6%-52.8pp | 69.3%-48.5pp |
| Annual return | 1.30% | 31.36%-30.1pp | 62.19%-60.9pp | 20.14%-18.8pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,850-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $568 | $2,587-78.0% | $3,517-83.8% | $3,203-82.3% |
| Admin fee / account holder | $185 | $3,206-94.2% | $4,510-95.9% | $4,296-95.7% |