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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 | $15,596 | $54,355-71.3% | $82,744-81.2% | $68,486-77.2% |
| Participation rate | 14.6% | 63.9%-49.3pp | 72.6%-57.9pp | 67.9%-53.3pp |
| Annual return | -20.63% | -13.67%-7.0pp | 702.22%-722.8pp | -7.85%-12.8pp |
| Employer contribution / active EE | $332 | $2,219-85.0% | $3,008-89.0% | $2,597-87.2% |
| Participant deferral / active EE | $762 | $3,246-76.5% | $4,395-82.7% | $4,028-81.1% |
| Admin fee / account holder | $106 | $4,397-97.6% | $5,325-98.0% | $5,404-98.0% |