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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 | $12,220 | $49,177-75.2% | $79,467-84.6% | $64,173-81.0% |
| Participation rate | 31.0% | 65.0%-34.0pp | 73.3%-42.3pp | 69.6%-38.5pp |
| Annual return | -11.16% | -1.16%-10.0pp | 718.30%-729.5pp | 7.63%-18.8pp |
| Employer contribution / active EE | $644 | $2,076-69.0% | $2,800-77.0% | $2,381-72.9% |
| Participant deferral / active EE | $644 | $2,821-77.2% | $3,704-82.6% | $3,470-81.4% |
| Admin fee / account holder | $0 | $3,839-100.0% | $5,104-100.0% | $4,887-100.0% |