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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 | $112,900 | $156,616-27.9% | $133,346-15.3% | $198,609-43.2% |
| Participation rate | 16.7% | 77.7%-61.1pp | 72.8%-56.2pp | 82.4%-65.7pp |
| Annual return | -17.34% | 44.25%-61.6pp | 36.85%-54.2pp | 202.70%-220.0pp |
| Employer contribution / active EE | $0 | $3,368-100.0% | $2,853-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $100 | $4,920-98.0% | $4,332-97.7% | $6,977-98.6% |
| Admin fee / account holder | $0 | $17,468-100.0% | $14,264-100.0% | $19,030-100.0% |