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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 | $35,798 | $52,279-31.5% | $89,435-60.0% | $79,856-55.2% |
| Participation rate | 37.1% | 57.5%-20.4pp | 68.0%-30.8pp | 69.6%-32.5pp |
| Annual return | 7.33% | 22.16%-14.8pp | 245.55%-238.2pp | 31.71%-24.4pp |
| Employer contribution / active EE | $357 | $1,572-77.3% | $2,587-86.2% | $2,471-85.5% |
| Participant deferral / active EE | $0 | $2,740-100.0% | $3,890-100.0% | $3,741-100.0% |
| Admin fee / account holder | $283 | $3,356-91.6% | $4,884-94.2% | $5,306-94.7% |