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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 | $34,546 | $91,179-62.1% | $178,499-80.6% | $79,852-56.7% |
| Participation rate | 4.8% | 69.2%-64.4pp | 81.9%-77.2pp | 69.6%-64.9pp |
| Annual return | 9.31% | 24.19%-14.9pp | 151.10%-141.8pp | 31.72%-22.4pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $79 | $3,236-97.6% | $5,202-98.5% | $3,740-97.9% |
| Admin fee / account holder | $30 | $6,749-99.6% | $13,986-99.8% | $5,306-99.4% |