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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 | $15,339 | $190,916-92.0% | $160,037-90.4% | $134,545-88.6% |
| Participation rate | 26.1% | 82.0%-55.9pp | 78.0%-51.9pp | 81.2%-55.1pp |
| Annual return | -21.37% | 552.79%-574.2pp | 408.95%-430.3pp | 418.37%-439.7pp |
| Employer contribution / active EE | $701 | $4,996-86.0% | $4,226-83.4% | $4,742-85.2% |
| Participant deferral / active EE | $863 | $6,925-87.5% | $6,184-86.0% | $6,401-86.5% |
| Admin fee / account holder | $108 | $10,497-99.0% | $8,716-98.8% | $11,431-99.1% |