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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 | $25,634 | $57,330-55.3% | $86,656-70.4% | $75,177-65.9% |
| Participation rate | 18.8% | 63.2%-44.4pp | 71.7%-53.0pp | 67.2%-48.5pp |
| Annual return | 9.16% | 2675.40%-2666.2pp | 593.09%-583.9pp | 160.75%-151.6pp |
| Employer contribution / active EE | $0 | $2,316-100.0% | $3,025-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $609 | $3,320-81.6% | $4,439-86.3% | $4,126-85.2% |
| Admin fee / account holder | $16 | $4,115-99.6% | $5,619-99.7% | $5,651-99.7% |