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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 | $2,868 | $56,682-94.9% | - | $135,379-97.9% |
| Participation rate | 20.0% | 68.0%-48.0pp | - | 82.6%-62.6pp |
| Annual return | -16.48% | 2615.76%-2632.2pp | - | 519.79%-536.3pp |
| Employer contribution / active EE | $0 | $2,734-100.0% | - | $4,779-100.0% |
| Participant deferral / active EE | $298 | $3,704-92.0% | - | $5,609-94.7% |
| Admin fee / account holder | $0 | $1,580-100.0% | - | $10,828-100.0% |