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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 | $42,782 | $108,942-60.7% | $100,415-57.4% | $145,897-70.7% |
| Participation rate | 33.3% | 83.0%-49.6pp | 81.5%-48.2pp | 80.3%-47.0pp |
| Annual return | -9.56% | 58.27%-67.8pp | 49.47%-59.0pp | 552.29%-561.9pp |
| Employer contribution / active EE | $811 | $4,422-81.7% | $3,943-79.4% | $4,663-82.6% |
| Participant deferral / active EE | $1,300 | $8,461-84.6% | $8,091-83.9% | $6,689-80.6% |
| Admin fee / account holder | $3 | $9,702-100.0% | $7,906-100.0% | $13,390-100.0% |