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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 | $20,301 | $77,896-73.9% | $134,172-84.9% | $82,448-75.4% |
| Participation rate | 24.7% | 62.8%-38.0pp | 72.5%-47.7pp | 68.1%-43.3pp |
| Annual return | 8.11% | 18.21%-10.1pp | 25.30%-17.2pp | 41.64%-33.5pp |
| Employer contribution / active EE | $724 | $2,159-66.5% | $3,420-78.8% | $2,551-71.6% |
| Participant deferral / active EE | $0 | $3,162-100.0% | $4,690-100.0% | $4,139-100.0% |
| Admin fee / account holder | $145 | $6,336-97.7% | $12,016-98.8% | $7,234-98.0% |