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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 | $34,956 | $98,766-64.6% | $149,730-76.7% | $79,852-56.2% |
| Participation rate | 40.0% | 75.8%-35.8pp | 82.5%-42.5pp | 69.6%-29.6pp |
| Annual return | 9.59% | 27.43%-17.8pp | 276.70%-267.1pp | 31.72%-22.1pp |
| Employer contribution / active EE | $814 | $3,217-74.7% | $4,645-82.5% | $2,471-67.1% |
| Participant deferral / active EE | $2,012 | $5,681-64.6% | $6,843-70.6% | $3,740-46.2% |
| Admin fee / account holder | $62 | $6,052-99.0% | $9,310-99.3% | $5,306-98.8% |