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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 | $25,383 | $82,674-69.3% | $125,381-79.8% | $68,486-62.9% |
| Participation rate | 20.0% | 75.1%-55.1pp | 82.4%-62.4pp | 67.9%-47.9pp |
| Annual return | -21.22% | -5.97%-15.3pp | 572.31%-593.5pp | -7.85%-13.4pp |
| Employer contribution / active EE | $820 | $3,382-75.8% | $4,815-83.0% | $2,597-68.4% |
| Participant deferral / active EE | $2,094 | $6,111-65.7% | $7,448-71.9% | $4,028-48.0% |
| Admin fee / account holder | $18 | $6,277-99.7% | $10,007-99.8% | $5,404-99.7% |