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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 | $3,855 | $84,628-95.4% | $61,501-93.7% | $134,545-97.1% |
| Participation rate | 31.6% | 62.2%-30.6pp | 52.6%-21.0pp | 81.2%-49.7pp |
| Annual return | -23.98% | 585.61%-609.6pp | 339.04%-363.0pp | 418.37%-442.3pp |
| Employer contribution / active EE | $134 | $1,545-91.3% | $1,160-88.5% | $4,742-97.2% |
| Participant deferral / active EE | $147 | $2,819-94.8% | $2,125-93.1% | $6,401-97.7% |
| Admin fee / account holder | $47 | $2,587-98.2% | $2,132-97.8% | $11,431-99.6% |