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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 | $19,522 | $60,128-67.5% | $90,440-78.4% | $79,852-75.6% |
| Participation rate | 57.1% | 65.0%-7.9pp | 72.7%-15.5pp | 69.6%-12.5pp |
| Annual return | 6.95% | 71.95%-65.0pp | 1294.38%-1287.4pp | 31.72%-24.8pp |
| Employer contribution / active EE | $2,701 | $2,068+30.6% | $3,263-17.2% | $2,471+9.3% |
| Participant deferral / active EE | $0 | $2,939-100.0% | $3,964-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $3,977-100.0% | $5,615-100.0% | $5,306-100.0% |