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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 | $15,122 | $75,959-80.1% | $154,114-90.2% | $64,181-76.4% |
| Participation rate | 26.2% | 70.4%-44.2pp | 83.0%-56.8pp | 69.6%-43.4pp |
| Annual return | -10.11% | 30.32%-40.4pp | 735.16%-745.3pp | 7.63%-17.7pp |
| Employer contribution / active EE | $450 | $3,350-86.6% | $5,298-91.5% | $2,381-81.1% |
| Participant deferral / active EE | $837 | $3,175-73.6% | $5,081-83.5% | $3,470-75.9% |
| Admin fee / account holder | $70 | $5,589-98.8% | $13,411-99.5% | $4,887-98.6% |