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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 | $42,306 | $113,935-62.9% | $94,224-55.1% | $125,393-66.3% |
| Participation rate | 11.1% | 82.9%-71.8pp | 78.8%-67.7pp | 83.2%-72.1pp |
| Annual return | -8.06% | 5.29%-13.3pp | 10.68%-18.7pp | 282.23%-290.3pp |
| Employer contribution / active EE | $0 | $4,727-100.0% | $3,587-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $468 | $5,179-91.0% | $4,320-89.2% | $5,351-91.3% |
| Admin fee / account holder | $0 | $8,391-100.0% | $6,269-100.0% | $9,541-100.0% |