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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 | $28,681 | $99,079-71.1% | $78,002-63.2% | $273,972-89.5% |
| Participation rate | 43.8% | 78.6%-34.8pp | 75.5%-31.8pp | 83.0%-39.3pp |
| Annual return | -1.69% | 217.93%-219.6pp | 425.99%-427.7pp | 41.46%-43.1pp |
| Employer contribution / active EE | $0 | $3,308-100.0% | $2,470-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $424 | $4,306-90.1% | $3,497-87.9% | $5,287-92.0% |
| Admin fee / account holder | $47 | $8,954-99.5% | $5,481-99.1% | $10,133-99.5% |