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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 | $36,147 | $112,121-67.8% | $95,960-62.3% | $158,966-77.3% |
| Participation rate | 25.0% | 79.0%-54.0pp | 77.1%-52.1pp | 82.0%-57.0pp |
| Annual return | -15.82% | 171.16%-187.0pp | 91.63%-107.5pp | 302.95%-318.8pp |
| Employer contribution / active EE | $0 | $3,199-100.0% | $2,541-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,391 | $4,784-70.9% | $4,167-66.6% | $5,983-76.7% |
| Admin fee / account holder | $0 | $10,135-100.0% | $6,797-100.0% | $11,250-100.0% |