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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 | $54,085 | $118,708-54.4% | $98,920-45.3% | $158,982-66.0% |
| Participation rate | 60.0% | 77.8%-17.8pp | 76.0%-16.0pp | 82.0%-22.0pp |
| Annual return | -6.71% | 372.49%-379.2pp | 196.47%-203.2pp | 302.99%-309.7pp |
| Employer contribution / active EE | $931 | $3,334-72.1% | $2,689-65.4% | $4,763-80.5% |
| Participant deferral / active EE | $1,037 | $5,089-79.6% | $4,245-75.6% | $5,983-82.7% |
| Admin fee / account holder | $175 | $10,134-98.3% | $6,643-97.4% | $11,252-98.4% |