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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 | $56,207 | $87,016-35.4% | $63,244-11.1% | $125,389-55.2% |
| Participation rate | 45.5% | 77.1%-31.6pp | 71.0%-25.6pp | 83.2%-37.7pp |
| Annual return | -7.24% | 21.71%-28.9pp | -70.31%+63.1pp | 282.24%-289.5pp |
| Employer contribution / active EE | $0 | $3,601-100.0% | $2,322-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $36 | $3,939-99.1% | $2,953-98.8% | $5,352-99.3% |
| Admin fee / account holder | $108 | $11,954-99.1% | $5,893-98.2% | $9,541-98.9% |