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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 | $18,549 | $48,274-61.6% | $63,244-70.7% | $59,633-68.9% |
| Participation rate | 50.0% | 66.3%-16.3pp | 71.0%-21.0pp | 68.7%-18.7pp |
| Annual return | -4.03% | -240.79%+236.8pp | -70.31%+66.3pp | 2041.45%-2045.5pp |
| Employer contribution / active EE | $0 | $1,586-100.0% | $2,322-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $252 | $2,343-89.2% | $2,953-91.5% | $3,192-92.1% |
| Admin fee / account holder | $143 | $3,600-96.0% | $5,893-97.6% | $4,297-96.7% |