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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 | $38,909 | $156,398-75.1% | $147,318-73.6% | $138,895-72.0% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 79.9%-29.9pp |
| Annual return | -34.95% | 78.75%-113.7pp | 70.43%-105.4pp | 145.39%-180.3pp |
| Employer contribution / active EE | $1,443 | $4,853-70.3% | $4,593-68.6% | $4,194-65.6% |
| Participant deferral / active EE | $2,164 | $8,237-73.7% | $7,906-72.6% | $6,396-66.2% |
| Admin fee / account holder | $47 | $14,976-99.7% | $13,708-99.7% | $12,562-99.6% |