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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 | $39,577 | $76,407-48.2% | $150,298-73.7% | $82,448-52.0% |
| Participation rate | 1.4% | 66.4%-65.0pp | 77.8%-76.4pp | 68.1%-66.7pp |
| Annual return | 11.98% | 39.99%-28.0pp | 62.79%-50.8pp | 41.64%-29.7pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $58 | $3,214-98.2% | $5,453-98.9% | $4,139-98.6% |
| Admin fee / account holder | $46 | $6,352-99.3% | $14,116-99.7% | $7,234-99.4% |