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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 | $12,372 | $51,631-76.0% | $129,397-90.4% | $80,925-84.7% |
| Participation rate | 3.0% | 56.9%-53.9pp | 69.6%-66.6pp | 67.7%-64.6pp |
| Annual return | 10.28% | 20.77%-10.5pp | 9453.98%-9443.7pp | 35.65%-25.4pp |
| Employer contribution / active EE | $0 | $1,583-100.0% | $4,154-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $62 | $2,670-97.7% | $4,167-98.5% | $4,299-98.6% |
| Admin fee / account holder | $0 | $4,309-100.0% | $7,679-100.0% | $6,940-100.0% |