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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 | $16,890 | $52,519-67.8% | $155,789-89.2% | $59,633-71.7% |
| Participation rate | 16.7% | 61.7%-45.0pp | 76.1%-59.4pp | 68.7%-52.0pp |
| Annual return | -3.65% | 53.51%-57.2pp | 71.54%-75.2pp | 2041.40%-2045.1pp |
| Employer contribution / active EE | $0 | $1,589-100.0% | $3,839-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $325 | $3,084-89.5% | $4,798-93.2% | $3,192-89.8% |
| Admin fee / account holder | $4 | $3,540-99.9% | $7,477-100.0% | $4,297-99.9% |