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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 | $18,334 | $78,690-76.7% | $161,489-88.6% | $87,485-79.0% |
| Participation rate | 41.7% | 67.5%-25.8pp | 78.7%-37.0pp | 68.9%-27.3pp |
| Annual return | 12.30% | 32.74%-20.4pp | 89.72%-77.4pp | 26.06%-13.8pp |
| Employer contribution / active EE | $0 | $2,588-100.0% | $4,268-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $416 | $3,311-87.4% | $5,630-92.6% | $4,274-90.3% |
| Admin fee / account holder | $169 | $6,724-97.5% | $16,006-98.9% | $7,775-97.8% |