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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 | $44,984 | $77,638-42.1% | $156,551-71.3% | $62,881-28.5% |
| Participation rate | 26.9% | 71.2%-44.3pp | 84.0%-57.1pp | 69.3%-42.4pp |
| Annual return | -7.97% | 50.33%-58.3pp | 32.23%-40.2pp | 20.14%-28.1pp |
| Employer contribution / active EE | $549 | $3,444-84.1% | $5,501-90.0% | $2,281-76.0% |
| Participant deferral / active EE | $798 | $3,046-73.8% | $4,871-83.6% | $3,203-75.1% |
| Admin fee / account holder | $10 | $5,561-99.8% | $13,028-99.9% | $4,296-99.8% |