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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 | $44,796 | $98,776-54.6% | $149,745-70.1% | $79,856-43.9% |
| Participation rate | 60.6% | 75.8%-15.2pp | 82.5%-21.9pp | 69.6%-9.0pp |
| Annual return | 12.24% | 27.38%-15.1pp | 276.72%-264.5pp | 31.71%-19.5pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,646-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,372 | $5,681-58.3% | $6,843-65.3% | $3,741-36.6% |
| Admin fee / account holder | $2 | $6,053-100.0% | $9,312-100.0% | $5,306-100.0% |