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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 | $40,759 | $49,280-17.3% | $67,313-39.4% | $64,173-36.5% |
| Participation rate | 42.9% | 60.8%-17.9pp | 69.1%-26.2pp | 69.6%-26.7pp |
| Annual return | -9.76% | -1.39%-8.4pp | -4.08%-5.7pp | 7.63%-17.4pp |
| Employer contribution / active EE | $0 | $1,668-100.0% | $2,566-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $652 | $2,484-73.8% | $3,568-81.7% | $3,470-81.2% |
| Admin fee / account holder | $36 | $3,863-99.1% | $4,507-99.2% | $4,887-99.3% |