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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 | $47,525 | $56,116-15.3% | $135,768-65.0% | $86,983-45.4% |
| Participation rate | 6.7% | 60.1%-53.5pp | 71.1%-64.4pp | 69.5%-62.9pp |
| Annual return | 10.52% | 125.33%-114.8pp | 526.10%-515.6pp | 25.83%-15.3pp |
| Employer contribution / active EE | $0 | $1,528-100.0% | $3,394-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $400 | $2,690-85.1% | $3,977-89.9% | $4,194-90.5% |
| Admin fee / account holder | $25 | $4,314-99.4% | $7,048-99.6% | $7,856-99.7% |