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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 | $30,765 | $91,538-66.4% | $130,014-76.3% | $75,173-59.1% |
| Participation rate | 66.7% | 71.4%-4.8pp | 78.5%-11.8pp | 67.2%-0.5pp |
| Annual return | -7.22% | -631.11%+623.9pp | -137.22%+130.0pp | 160.65%-167.9pp |
| Employer contribution / active EE | $926 | $2,845-67.4% | $4,320-78.6% | $2,670-65.3% |
| Participant deferral / active EE | $1,479 | $4,341-65.9% | $5,821-74.6% | $4,126-64.2% |
| Admin fee / account holder | $79 | $6,790-98.8% | $10,616-99.3% | $5,651-98.6% |