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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 | $17,712 | $95,979-81.5% | $74,551-76.2% | $135,380-86.9% |
| Participation rate | 20.0% | 75.7%-55.7pp | 69.1%-49.1pp | 82.6%-62.6pp |
| Annual return | -9.36% | 56.97%-66.3pp | 32.53%-41.9pp | 519.81%-529.2pp |
| Employer contribution / active EE | $353 | $2,716-87.0% | $1,961-82.0% | $4,779-92.6% |
| Participant deferral / active EE | $413 | $3,844-89.2% | $3,108-86.7% | $5,609-92.6% |
| Admin fee / account holder | $0 | $6,522-100.0% | $5,059-100.0% | $10,828-100.0% |