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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 | $41,306 | $101,063-59.1% | $81,473-49.3% | $147,586-72.0% |
| Participation rate | 50.0% | 74.5%-24.5pp | 68.0%-18.0pp | 82.8%-32.8pp |
| Annual return | -14.96% | 32.41%-47.4pp | 38.78%-53.7pp | 578.59%-593.6pp |
| Employer contribution / active EE | $179 | $3,206-94.4% | $2,568-93.0% | $4,876-96.3% |
| Participant deferral / active EE | $250 | $4,242-94.1% | $3,537-92.9% | $5,439-95.4% |
| Admin fee / account holder | $0 | $5,812-100.0% | $4,561-100.0% | $10,886-100.0% |