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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 | $27,518 | $91,536-69.9% | $130,062-78.8% | $75,177-63.4% |
| Participation rate | 5.3% | 71.5%-66.2pp | 78.5%-73.2pp | 67.2%-61.9pp |
| Annual return | 8.52% | -631.62%+640.1pp | -137.37%+145.9pp | 160.75%-152.2pp |
| Employer contribution / active EE | $0 | $2,845-100.0% | $4,322-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $290 | $4,343-93.3% | $5,821-95.0% | $4,126-93.0% |
| Admin fee / account holder | $48 | $6,780-99.3% | $10,601-99.5% | $5,651-99.2% |