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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 | $35,670 | $97,729-63.5% | $83,830-57.4% | $135,379-73.7% |
| Participation rate | 4.2% | 80.0%-75.8pp | 76.1%-72.0pp | 82.6%-78.5pp |
| Annual return | -9.88% | 1287.52%-1297.4pp | 850.97%-860.8pp | 519.79%-529.7pp |
| Employer contribution / active EE | $1,122 | $4,222-73.4% | $3,631-69.1% | $4,779-76.5% |
| Participant deferral / active EE | $731 | $4,683-84.4% | $4,082-82.1% | $5,609-87.0% |
| Admin fee / account holder | $0 | $6,674-100.0% | $5,479-100.0% | $10,828-100.0% |