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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 | $37,824 | $57,352-34.0% | $83,831-54.9% | $64,173-41.1% |
| Participation rate | 21.3% | 68.6%-47.3pp | 76.1%-54.9pp | 69.6%-48.3pp |
| Annual return | -9.03% | 11.38%-20.4pp | 850.99%-860.0pp | 7.63%-16.7pp |
| Employer contribution / active EE | $704 | $2,546-72.4% | $3,631-80.6% | $2,381-70.4% |
| Participant deferral / active EE | $1,075 | $2,993-64.1% | $4,082-73.7% | $3,470-69.0% |
| Admin fee / account holder | $64 | $4,046-98.4% | $5,479-98.8% | $4,887-98.7% |