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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 | $69,213 | $136,307-49.2% | $106,619-35.1% | $273,972-74.7% |
| Participation rate | 18.2% | 84.8%-66.6pp | 78.0%-59.8pp | 83.0%-64.8pp |
| Annual return | -0.19% | 11.05%-11.2pp | 9.42%-9.6pp | 41.46%-41.6pp |
| Employer contribution / active EE | $0 | $5,190-100.0% | $3,947-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,135 | $4,969-77.2% | $3,930-71.1% | $5,287-78.5% |
| Admin fee / account holder | $0 | $8,625-100.0% | $6,418-100.0% | $10,133-100.0% |