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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 | $20,943 | $211,946-90.1% | $169,452-87.6% | $135,382-84.5% |
| Participation rate | 27.8% | 82.6%-54.9pp | 77.8%-50.0pp | 82.6%-54.9pp |
| Annual return | -9.83% | 3.26%-13.1pp | 1.83%-11.7pp | 519.77%-529.6pp |
| Employer contribution / active EE | $0 | $5,117-100.0% | $4,157-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $663 | $6,075-89.1% | $5,277-87.4% | $5,609-88.2% |
| Admin fee / account holder | $0 | $11,472-100.0% | $9,110-100.0% | $10,829-100.0% |