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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 | $15,815 | $92,743-82.9% | $82,744-80.9% | $134,532-88.2% |
| Participation rate | 11.1% | 75.2%-64.1pp | 72.6%-61.5pp | 81.2%-70.1pp |
| Annual return | -21.69% | 946.63%-968.3pp | 702.22%-723.9pp | 418.27%-440.0pp |
| Employer contribution / active EE | $0 | $3,273-100.0% | $3,008-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $677 | $4,802-85.9% | $4,395-84.6% | $6,401-89.4% |
| Admin fee / account holder | $0 | $5,977-100.0% | $5,325-100.0% | $11,429-100.0% |