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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 | $50,042 | $67,823-26.2% | $52,425-4.5% | $137,256-63.5% |
| Participation rate | 5.6% | 63.9%-58.4pp | 55.6%-50.1pp | 80.0%-74.4pp |
| Annual return | -25.52% | 219.11%-244.6pp | 302.12%-327.6pp | 220.34%-245.9pp |
| Employer contribution / active EE | $90 | $1,163-92.2% | $914-90.1% | $4,156-97.8% |
| Participant deferral / active EE | $222 | $2,288-90.3% | $1,790-87.6% | $6,407-96.5% |
| Admin fee / account holder | $205 | $2,844-92.8% | $2,495-91.8% | $12,270-98.3% |