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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 | $23,321 | $92,219-74.7% | $76,768-69.6% | $135,379-82.8% |
| Participation rate | 63.6% | 79.8%-16.1pp | 77.0%-13.3pp | 82.6%-19.0pp |
| Annual return | -11.99% | 5.46%-17.5pp | 2.43%-14.4pp | 519.79%-531.8pp |
| Employer contribution / active EE | $1,215 | $3,216-62.2% | $2,485-51.1% | $4,779-74.6% |
| Participant deferral / active EE | $1,215 | $4,508-73.1% | $3,852-68.5% | $5,609-78.3% |
| Admin fee / account holder | $0 | $10,749-100.0% | $6,675-100.0% | $10,828-100.0% |