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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 | $40,288 | $93,117-56.7% | $77,096-47.7% | $134,532-70.1% |
| Participation rate | 19.0% | 74.5%-55.4pp | 67.9%-48.9pp | 81.2%-62.2pp |
| Annual return | -21.74% | 62.67%-84.4pp | 42.35%-64.1pp | 418.27%-440.0pp |
| Employer contribution / active EE | $468 | $3,420-86.3% | $2,814-83.4% | $4,741-90.1% |
| Participant deferral / active EE | $697 | $5,241-86.7% | $4,429-84.3% | $6,401-89.1% |
| Admin fee / account holder | $4 | $6,948-99.9% | $5,428-99.9% | $11,429-100.0% |