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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 | $13,965 | $100,911-86.2% | $90,440-84.6% | $158,966-91.2% |
| Participation rate | 50.0% | 75.0%-25.0pp | 72.7%-22.7pp | 82.0%-32.0pp |
| Annual return | -8.26% | 1726.62%-1734.9pp | 1294.38%-1302.6pp | 302.95%-311.2pp |
| Employer contribution / active EE | $1,312 | $3,690-64.4% | $3,263-59.8% | $4,762-72.4% |
| Participant deferral / active EE | $414 | $4,348-90.5% | $3,964-89.6% | $5,983-93.1% |
| Admin fee / account holder | $233 | $6,507-96.4% | $5,615-95.8% | $11,250-97.9% |