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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 | $91,536-66.4% | $130,062-76.3% | $75,177-59.1% |
| Participation rate | 66.7% | 71.5%-4.8pp | 78.5%-11.8pp | 67.2%-0.5pp |
| Annual return | -7.22% | -631.62%+624.4pp | -137.37%+130.1pp | 160.75%-168.0pp |
| Employer contribution / active EE | $926 | $2,845-67.4% | $4,322-78.6% | $2,671-65.3% |
| Participant deferral / active EE | $1,479 | $4,343-66.0% | $5,821-74.6% | $4,126-64.2% |
| Admin fee / account holder | $79 | $6,780-98.8% | $10,601-99.3% | $5,651-98.6% |