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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 | $43,450 | $72,071-39.7% | $68,368-36.4% | $137,256-68.3% |
| Participation rate | 40.0% | 76.2%-36.2pp | 73.8%-33.8pp | 80.0%-40.0pp |
| Annual return | 9.65% | 353.14%-343.5pp | 292.57%-282.9pp | 220.34%-210.7pp |
| Employer contribution / active EE | $0 | $2,788-100.0% | $2,649-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $310 | $4,410-93.0% | $4,123-92.5% | $6,407-95.2% |
| Admin fee / account holder | $11 | $5,336-99.8% | $5,150-99.8% | $12,270-99.9% |