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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 | $29,274 | $73,518-60.2% | $63,003-53.5% | $147,585-80.2% |
| Participation rate | 58.3% | 77.9%-19.5pp | 74.8%-16.5pp | 82.8%-24.5pp |
| Annual return | 6.81% | 175.46%-168.7pp | 87.59%-80.8pp | 578.57%-571.8pp |
| Employer contribution / active EE | $0 | $3,322-100.0% | $2,760-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $717 | $4,183-82.9% | $3,329-78.5% | $5,439-86.8% |
| Admin fee / account holder | $170 | $5,952-97.1% | $3,600-95.3% | $10,885-98.4% |