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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 | $36,002 | $45,566-21.0% | $64,105-43.8% | $59,633-39.6% |
| Participation rate | 11.9% | 60.2%-48.3pp | 68.2%-56.3pp | 68.7%-56.8pp |
| Annual return | -2.99% | 4.95%-7.9pp | 791.24%-794.2pp | 2041.45%-2044.4pp |
| Employer contribution / active EE | $0 | $934-100.0% | $1,820-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $379 | $2,057-81.6% | $2,822-86.6% | $3,192-88.1% |
| Admin fee / account holder | $0 | $3,268-100.0% | $4,499-100.0% | $4,297-100.0% |