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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 | $64,641 | $109,872-41.2% | $98,483-34.4% | $167,536-61.4% |
| Participation rate | 50.0% | 75.8%-25.8pp | 73.3%-23.3pp | 82.1%-32.1pp |
| Annual return | 9.03% | 1959.31%-1950.3pp | 1494.38%-1485.3pp | 478.82%-469.8pp |
| Employer contribution / active EE | $0 | $3,225-100.0% | $2,961-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $263 | $4,673-94.4% | $4,276-93.8% | $6,342-95.8% |
| Admin fee / account holder | $9 | $6,757-99.9% | $5,953-99.8% | $12,315-99.9% |