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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 | $6,021 | $29,736-79.8% | $56,033-89.3% | $80,935-92.6% |
| Participation rate | 6.7% | 41.7%-35.0pp | 52.5%-45.8pp | 67.7%-61.0pp |
| Annual return | 9.94% | 35.28%-25.3pp | 1711.38%-1701.4pp | 35.66%-25.7pp |
| Employer contribution / active EE | $101 | $671-85.0% | $1,041-90.3% | $2,757-96.3% |
| Participant deferral / active EE | $145 | $1,228-88.2% | $1,954-92.6% | $4,299-96.6% |
| Admin fee / account holder | $45 | $2,434-98.2% | $2,827-98.4% | $6,924-99.4% |