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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 | $34,784 | $73,019-52.4% | $90,766-61.7% | $68,490-49.2% |
| Participation rate | 29.7% | 70.8%-41.1pp | 75.7%-46.0pp | 67.9%-38.2pp |
| Annual return | -20.05% | -13.81%-6.2pp | -12.16%-7.9pp | -7.85%-12.2pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $2,922-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $284 | $3,626-92.2% | $4,565-93.8% | $4,028-92.9% |
| Admin fee / account holder | $42 | $5,897-99.3% | $8,446-99.5% | $5,403-99.2% |