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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 | $19,559 | $150,435-87.0% | $120,580-83.8% | $145,897-86.6% |
| Participation rate | 0.0% | 78.8%-78.8pp | 72.0%-72.0pp | 80.3%-80.3pp |
| Annual return | 0.96% | 154.60%-153.6pp | 107.48%-106.5pp | 552.29%-551.3pp |
| Employer contribution / active EE | $2,900 | $4,352-33.4% | $3,469-16.4% | $4,663-37.8% |
| Participant deferral / active EE | $0 | $6,174-100.0% | $4,995-100.0% | $6,689-100.0% |
| Admin fee / account holder | $44 | $12,182-99.6% | $9,418-99.5% | $13,390-99.7% |