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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 | $41,125 | $107,944-61.9% | $91,994-55.3% | $152,885-73.1% |
| Participation rate | 56.3% | 81.2%-24.9pp | 78.6%-22.4pp | 82.5%-26.2pp |
| Annual return | 11.45% | 89.26%-77.8pp | 69.03%-57.6pp | 345.39%-333.9pp |
| Employer contribution / active EE | $0 | $4,210-100.0% | $3,452-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $638 | $6,365-90.0% | $5,923-89.2% | $5,851-89.1% |
| Admin fee / account holder | $122 | $10,521-98.8% | $7,743-98.4% | $11,598-99.0% |