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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 | $17,762 | $92,684-80.8% | $82,706-78.5% | $134,509-86.8% |
| Participation rate | 66.7% | 75.2%-8.5pp | 72.6%-5.9pp | 81.2%-14.6pp |
| Annual return | -23.63% | 945.84%-969.5pp | 701.76%-725.4pp | 418.13%-441.8pp |
| Employer contribution / active EE | $393 | $3,272-88.0% | $3,007-86.9% | $4,741-91.7% |
| Participant deferral / active EE | $824 | $4,800-82.8% | $4,394-81.3% | $6,400-87.1% |
| Admin fee / account holder | $129 | $5,982-97.8% | $5,329-97.6% | $11,427-98.9% |