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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 | $44,169 | $157,829-72.0% | $136,867-67.7% | $198,609-77.8% |
| Participation rate | 42.9% | 77.2%-34.3pp | 74.5%-31.7pp | 82.4%-39.5pp |
| Annual return | 0.98% | 51.25%-50.3pp | 42.97%-42.0pp | 202.70%-201.7pp |
| Employer contribution / active EE | $0 | $3,923-100.0% | $3,547-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $407 | $5,463-92.5% | $4,924-91.7% | $6,977-94.2% |
| Admin fee / account holder | $3 | $11,107-100.0% | $10,340-100.0% | $19,030-100.0% |