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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 | $66,143 | $127,386-48.1% | $115,037-42.5% | $125,393-47.3% |
| Participation rate | 66.7% | 84.2%-17.5pp | 81.4%-14.7pp | 83.2%-16.5pp |
| Annual return | -3.51% | 31.28%-34.8pp | 26.14%-29.7pp | 282.23%-285.7pp |
| Employer contribution / active EE | $1,533 | $5,166-70.3% | $4,608-66.7% | $4,866-68.5% |
| Participant deferral / active EE | $0 | $6,423-100.0% | $6,026-100.0% | $5,351-100.0% |
| Admin fee / account holder | $63 | $9,516-99.3% | $8,175-99.2% | $9,541-99.3% |