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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 | $36,086 | $65,704-45.1% | $94,229-61.7% | $59,633-39.5% |
| Participation rate | 34.5% | 72.1%-37.6pp | 78.8%-44.3pp | 68.7%-34.2pp |
| Annual return | -3.03% | 5.22%-8.2pp | 10.68%-13.7pp | 2041.45%-2044.5pp |
| Employer contribution / active EE | $453 | $2,021-77.6% | $3,587-87.4% | $2,203-79.4% |
| Participant deferral / active EE | $1,310 | $3,143-58.3% | $4,320-69.7% | $3,192-59.0% |
| Admin fee / account holder | $211 | $4,265-95.0% | $6,269-96.6% | $4,297-95.1% |