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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 | $37,249 | $65,566-43.2% | $86,235-56.8% | $75,177-50.5% |
| Participation rate | 22.6% | 60.5%-37.9pp | 69.0%-46.3pp | 67.2%-44.6pp |
| Annual return | 4.52% | 46.07%-41.6pp | 1170.03%-1165.5pp | 160.75%-156.2pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,381-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $215 | $3,023-92.9% | $3,987-94.6% | $4,126-94.8% |
| Admin fee / account holder | $274 | $5,470-95.0% | $6,856-96.0% | $5,651-95.1% |