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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 | $32,807 | $142,392-77.0% | $119,622-72.6% | $134,532-75.6% |
| Participation rate | 29.2% | 82.8%-53.7pp | 79.3%-50.1pp | 81.2%-52.1pp |
| Annual return | -21.93% | -12.46%-9.5pp | -14.98%-6.9pp | 418.27%-440.2pp |
| Employer contribution / active EE | $0 | $5,224-100.0% | $4,232-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,945 | $6,467-69.9% | $5,601-65.3% | $6,401-69.6% |
| Admin fee / account holder | $0 | $13,593-100.0% | $10,328-100.0% | $11,429-100.0% |