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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 | $6,423 | $29,670-78.4% | $56,054-88.5% | $80,911-92.1% |
| Participation rate | 7.9% | 41.7%-33.8pp | 52.5%-44.6pp | 67.6%-59.8pp |
| Annual return | 9.84% | 35.24%-25.4pp | 1705.95%-1696.1pp | 35.63%-25.8pp |
| Employer contribution / active EE | $112 | $670-83.3% | $1,039-89.2% | $2,756-95.9% |
| Participant deferral / active EE | $112 | $1,227-90.9% | $1,952-94.3% | $4,297-97.4% |
| Admin fee / account holder | $122 | $2,431-95.0% | $2,822-95.7% | $6,935-98.2% |