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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 | $47,601 | $82,678-42.4% | $125,391-62.0% | $68,490-30.5% |
| Participation rate | 24.6% | 75.1%-50.5pp | 82.4%-57.8pp | 67.9%-43.3pp |
| Annual return | -19.55% | -5.97%-13.6pp | 572.41%-592.0pp | -7.85%-11.7pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,816-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,308 | $6,111-78.6% | $7,448-82.4% | $4,028-67.5% |
| Admin fee / account holder | $57 | $6,277-99.1% | $10,009-99.4% | $5,403-98.9% |