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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 | $22,910 | $73,839-69.0% | $143,788-84.1% | $68,495-66.6% |
| Participation rate | 3.6% | 66.7%-63.1pp | 80.3%-76.7pp | 67.9%-64.3pp |
| Annual return | -20.66% | 1.01%-21.7pp | -0.03%-20.6pp | -7.84%-12.8pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,952-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $659 | $3,384-80.5% | $5,638-88.3% | $4,028-83.6% |
| Admin fee / account holder | $76 | $5,755-98.7% | $14,675-99.5% | $5,403-98.6% |