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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 | $70,976 | $142,409-50.2% | $119,634-40.7% | $134,545-47.2% |
| Participation rate | 50.0% | 82.8%-32.8pp | 79.3%-29.3pp | 81.2%-31.2pp |
| Annual return | -20.97% | -12.46%-8.5pp | -14.98%-6.0pp | 418.37%-439.3pp |
| Employer contribution / active EE | $3,289 | $5,224-37.0% | $4,232-22.3% | $4,742-30.6% |
| Participant deferral / active EE | $971 | $6,468-85.0% | $5,601-82.7% | $6,401-84.8% |
| Admin fee / account holder | $10 | $13,594-99.9% | $10,329-99.9% | $11,431-99.9% |