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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 | $39,005 | $61,172-36.2% | $185,851-79.0% | $79,389-50.9% |
| Participation rate | 10.7% | 66.6%-56.0pp | 81.7%-71.0pp | 70.7%-60.1pp |
| Annual return | 9.56% | 19.45%-9.9pp | 122.11%-112.6pp | 116.89%-107.3pp |
| Employer contribution / active EE | $0 | $2,321-100.0% | $5,168-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $631 | $2,788-77.4% | $5,569-88.7% | $4,046-84.4% |
| Admin fee / account holder | $25 | $710-96.4% | $16,245-99.8% | $626-96.0% |