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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 | $21,293 | $90,400-76.4% | $186,193-88.6% | $87,485-75.7% |
| Participation rate | 35.3% | 66.2%-30.9pp | 77.1%-41.8pp | 68.9%-33.6pp |
| Annual return | 6.54% | 22.15%-15.6pp | 78.03%-71.5pp | 26.06%-19.5pp |
| Employer contribution / active EE | $1,712 | $2,170-21.1% | $3,918-56.3% | $2,596-34.1% |
| Participant deferral / active EE | $0 | $4,330-100.0% | $6,513-100.0% | $4,274-100.0% |
| Admin fee / account holder | $193 | $8,673-97.8% | $11,058-98.3% | $7,775-97.5% |