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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 | $17,857 | $56,894-68.6% | $84,753-78.9% | $62,881-71.6% |
| Participation rate | 65.2% | 68.5%-3.3pp | 76.6%-11.4pp | 69.3%-4.1pp |
| Annual return | -19.44% | 6.30%-25.7pp | 22.78%-42.2pp | 20.14%-39.6pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $503 | $2,709-81.4% | $3,712-86.4% | $3,203-84.3% |
| Admin fee / account holder | $104 | $3,581-97.1% | $5,333-98.0% | $4,296-97.6% |