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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 | $13,739 | $54,355-74.7% | $82,744-83.4% | $68,486-79.9% |
| Participation rate | 2.9% | 63.9%-61.1pp | 72.6%-69.7pp | 67.9%-65.0pp |
| Annual return | -24.93% | -13.67%-11.3pp | 702.22%-727.2pp | -7.85%-17.1pp |
| Employer contribution / active EE | $0 | $2,219-100.0% | $3,008-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $180 | $3,246-94.5% | $4,395-95.9% | $4,028-95.5% |
| Admin fee / account holder | $0 | $4,397-100.0% | $5,325-100.0% | $5,404-100.0% |