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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 | $19,311 | $54,355-64.5% | $82,744-76.7% | $68,486-71.8% |
| Participation rate | 5.0% | 63.9%-58.9pp | 72.6%-67.6pp | 67.9%-62.9pp |
| Annual return | -25.82% | -13.67%-12.2pp | 702.22%-728.0pp | -7.85%-18.0pp |
| Employer contribution / active EE | $0 | $2,219-100.0% | $3,008-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $330 | $3,246-89.8% | $4,395-92.5% | $4,028-91.8% |
| Admin fee / account holder | $29 | $4,397-99.3% | $5,325-99.5% | $5,404-99.5% |