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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 | $13,312 | $81,358-83.6% | $155,556-91.4% | $80,959-83.6% |
| Participation rate | 20.8% | 66.3%-45.5pp | 78.2%-57.5pp | 67.7%-46.9pp |
| Annual return | 8.53% | 33.39%-24.9pp | 64.84%-56.3pp | 35.67%-27.1pp |
| Employer contribution / active EE | $447 | $3,106-85.6% | $4,675-90.4% | $2,757-83.8% |
| Participant deferral / active EE | $521 | $3,455-84.9% | $5,631-90.8% | $4,300-87.9% |
| Admin fee / account holder | $283 | $7,994-96.5% | $15,885-98.2% | $6,925-95.9% |