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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 | $0 | $81,331-100.0% | $155,534-100.0% | $80,935-100.0% |
| Participation rate | 0.0% | 66.3%-66.3pp | 78.2%-78.2pp | 67.7%-67.7pp |
| Annual return | 5.54% | 33.37%-27.8pp | 64.92%-59.4pp | 35.66%-30.1pp |
| Employer contribution / active EE | $527 | $3,105-83.0% | $4,675-88.7% | $2,757-80.9% |
| Participant deferral / active EE | $530 | $3,454-84.7% | $5,630-90.6% | $4,299-87.7% |
| Admin fee / account holder | $0 | $7,999-100.0% | $15,900-100.0% | $6,924-100.0% |