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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 | $0 | $71,208-100.0% | $93,681-100.0% | $80,911-100.0% |
| Participation rate | 0.0% | 60.4%-60.4pp | 68.7%-68.7pp | 67.6%-67.6pp |
| Annual return | 1.87% | 11.27%-9.4pp | 133.47%-131.6pp | 35.63%-33.8pp |
| Employer contribution / active EE | $448 | $1,564-71.4% | $2,422-81.5% | $2,756-83.7% |
| Participant deferral / active EE | $0 | $4,035-100.0% | $4,415-100.0% | $4,297-100.0% |
| Admin fee / account holder | $0 | $6,951-100.0% | $8,290-100.0% | $6,935-100.0% |