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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 | $25,659 | $111,830-77.1% | $93,696-72.6% | $145,884-82.4% |
| Participation rate | 50.0% | 74.2%-24.2pp | 68.7%-18.7pp | 80.3%-30.3pp |
| Annual return | 3.84% | 204.08%-200.2pp | 133.74%-129.9pp | 551.85%-548.0pp |
| Employer contribution / active EE | $1,020 | $3,093-67.0% | $2,422-57.9% | $4,662-78.1% |
| Participant deferral / active EE | $1,020 | $4,920-79.3% | $4,417-76.9% | $6,690-84.8% |
| Admin fee / account holder | $0 | $10,249-100.0% | $8,287-100.0% | $13,392-100.0% |