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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 | $8,243 | $67,823-87.8% | $52,425-84.3% | $137,256-94.0% |
| Participation rate | 34.8% | 63.9%-29.1pp | 55.6%-20.8pp | 80.0%-45.2pp |
| Annual return | 3.66% | 219.11%-215.4pp | 302.12%-298.5pp | 220.34%-216.7pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $914-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $147 | $2,288-93.6% | $1,790-91.8% | $6,407-97.7% |
| Admin fee / account holder | $18 | $2,844-99.4% | $2,495-99.3% | $12,270-99.9% |