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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 | $8,146 | $29,716-72.6% | $56,077-85.5% | $80,925-89.9% |
| Participation rate | 0.0% | 41.7%-41.7pp | 52.5%-52.5pp | 67.7%-67.7pp |
| Annual return | 9.91% | 35.30%-25.4pp | 1709.28%-1699.4pp | 35.65%-25.7pp |
| Employer contribution / active EE | $205 | $671-69.5% | $1,040-80.3% | $2,756-92.6% |
| Participant deferral / active EE | $205 | $1,228-83.3% | $1,954-89.5% | $4,299-95.2% |
| Admin fee / account holder | $91 | $2,432-96.2% | $2,825-96.8% | $6,940-98.7% |