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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 | $11,560 | $100,279-88.5% | $81,353-85.8% | $145,884-92.1% |
| Participation rate | 28.6% | 74.3%-45.7pp | 69.5%-41.0pp | 80.3%-51.7pp |
| Annual return | 0.00% | 34.49%-34.5pp | 24.82%-24.8pp | 551.85%-551.8pp |
| Employer contribution / active EE | $1,389 | $2,979-53.4% | $2,464-43.6% | $4,662-70.2% |
| Participant deferral / active EE | $0 | $4,611-100.0% | $3,885-100.0% | $6,690-100.0% |
| Admin fee / account holder | $0 | $8,206-100.0% | $5,766-100.0% | $13,392-100.0% |