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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 | $14,098 | $95,915-85.3% | $79,580-82.3% | $134,532-89.5% |
| Participation rate | 11.8% | 75.0%-63.3pp | 69.5%-57.7pp | 81.2%-69.5pp |
| Annual return | -50.23% | -2.71%-47.5pp | 0.15%-50.4pp | 418.27%-468.5pp |
| Employer contribution / active EE | $540 | $3,129-82.8% | $2,413-77.6% | $4,741-88.6% |
| Participant deferral / active EE | $809 | $4,693-82.8% | $3,985-79.7% | $6,401-87.4% |
| Admin fee / account holder | $84 | $9,132-99.1% | $6,835-98.8% | $11,429-99.3% |