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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 | $10,797 | $81,276-86.7% | $155,574-93.1% | $80,925-86.7% |
| Participation rate | 15.6% | 66.2%-50.6pp | 78.2%-62.6pp | 67.7%-52.0pp |
| Annual return | 10.53% | 33.36%-22.8pp | 64.87%-54.3pp | 35.65%-25.1pp |
| Employer contribution / active EE | $0 | $3,103-100.0% | $4,676-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $203 | $3,453-94.1% | $5,629-96.4% | $4,299-95.3% |
| Admin fee / account holder | $247 | $7,993-96.9% | $15,914-98.4% | $6,940-96.4% |