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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 | $24,996 | $42,909-41.7% | $60,906-59.0% | $68,486-63.5% |
| Participation rate | 8.2% | 66.8%-58.6pp | 73.1%-64.9pp | 67.9%-59.7pp |
| Annual return | -19.51% | -13.99%-5.5pp | 16.94%-36.4pp | -7.85%-11.7pp |
| Employer contribution / active EE | $0 | $1,979-100.0% | $2,703-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $322 | $2,866-88.8% | $3,814-91.6% | $4,028-92.0% |
| Admin fee / account holder | $5 | $3,104-99.8% | $3,227-99.8% | $5,404-99.9% |