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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 | $82,010 | $101,063-18.9% | $81,473+0.7% | $147,586-44.4% |
| Participation rate | 66.7% | 74.5%-7.8pp | 68.0%-1.3pp | 82.8%-16.2pp |
| Annual return | -3.37% | 32.41%-35.8pp | 38.78%-42.2pp | 578.59%-582.0pp |
| Employer contribution / active EE | $0 | $3,206-100.0% | $2,568-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $433 | $4,242-89.8% | $3,537-87.7% | $5,439-92.0% |
| Admin fee / account holder | $18 | $5,812-99.7% | $4,561-99.6% | $10,886-99.8% |