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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 | $50,875 | $98,776-48.5% | $149,745-66.0% | $79,856-36.3% |
| Participation rate | 42.9% | 75.8%-32.9pp | 82.5%-39.6pp | 69.6%-26.8pp |
| Annual return | -1.86% | 27.38%-29.2pp | 276.72%-278.6pp | 31.71%-33.6pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,646-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,555 | $5,681-72.6% | $6,843-77.3% | $3,741-58.4% |
| Admin fee / account holder | $205 | $6,053-96.6% | $9,312-97.8% | $5,306-96.1% |