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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 | $47,427 | $211,946-77.6% | $169,452-72.0% | $135,379-65.0% |
| Participation rate | 13.0% | 82.6%-69.6pp | 77.8%-64.7pp | 82.6%-69.6pp |
| Annual return | -10.90% | 3.26%-14.2pp | 1.83%-12.7pp | 519.79%-530.7pp |
| Employer contribution / active EE | $564 | $5,117-89.0% | $4,157-86.4% | $4,779-88.2% |
| Participant deferral / active EE | $975 | $6,075-83.9% | $5,277-81.5% | $5,609-82.6% |
| Admin fee / account holder | $30 | $11,472-99.7% | $9,110-99.7% | $10,828-99.7% |