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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 | $12,551 | $103,008-87.8% | $90,304-86.1% | $152,897-91.8% |
| Participation rate | 66.7% | 75.9%-9.2pp | 73.3%-6.6pp | 82.5%-15.8pp |
| Annual return | 0.17% | 95.22%-95.0pp | 78.13%-78.0pp | 345.43%-345.3pp |
| Employer contribution / active EE | $2,614 | $3,139-16.7% | $2,855-8.4% | $4,764-45.1% |
| Participant deferral / active EE | $0 | $4,281-100.0% | $3,885-100.0% | $5,851-100.0% |
| Admin fee / account holder | $3 | $6,175-100.0% | $5,354-100.0% | $11,599-100.0% |