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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 | $74,327 | $162,812-54.3% | $133,971-44.5% | $158,966-53.2% |
| Participation rate | 36.4% | 83.2%-46.9pp | 79.8%-43.5pp | 82.0%-45.6pp |
| Annual return | -0.43% | 41.94%-42.4pp | 45.09%-45.5pp | 302.95%-303.4pp |
| Employer contribution / active EE | $0 | $4,976-100.0% | $3,919-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $662 | $5,910-88.8% | $5,047-86.9% | $5,983-88.9% |
| Admin fee / account holder | $33 | $11,741-99.7% | $8,929-99.6% | $11,250-99.7% |