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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 | $12,016 | $81,696-85.3% | $70,494-83.0% | $158,982-92.4% |
| Participation rate | 31.8% | 77.7%-45.9pp | 75.1%-43.2pp | 82.0%-50.1pp |
| Annual return | -0.67% | 208.70%-209.4pp | 109.16%-109.8pp | 302.99%-303.7pp |
| Employer contribution / active EE | $859 | $3,220-73.3% | $2,738-68.6% | $4,763-82.0% |
| Participant deferral / active EE | $859 | $4,558-81.2% | $3,711-76.9% | $5,983-85.6% |
| Admin fee / account holder | $107 | $6,200-98.3% | $3,848-97.2% | $11,252-99.0% |