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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 | $14,640 | $67,372-78.3% | $60,906-76.0% | $134,532-89.1% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.1%-23.1pp | 81.2%-31.2pp |
| Annual return | -33.59% | 50.05%-83.6pp | 16.94%-50.5pp | 418.27%-451.9pp |
| Employer contribution / active EE | $935 | $3,099-69.8% | $2,703-65.4% | $4,741-80.3% |
| Participant deferral / active EE | $245 | $4,532-94.6% | $3,814-93.6% | $6,401-96.2% |
| Admin fee / account holder | $182 | $4,588-96.0% | $3,227-94.4% | $11,429-98.4% |