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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 | $9,701 | $84,551-88.5% | $61,452-84.2% | $134,532-92.8% |
| Participation rate | 15.4% | 62.2%-46.8pp | 52.6%-37.2pp | 81.2%-65.8pp |
| Annual return | -97.33% | 585.39%-682.7pp | 338.96%-436.3pp | 418.27%-515.6pp |
| Employer contribution / active EE | $51 | $1,545-96.7% | $1,160-95.6% | $4,741-98.9% |
| Participant deferral / active EE | $127 | $2,818-95.5% | $2,125-94.0% | $6,401-98.0% |
| Admin fee / account holder | $0 | $2,587-100.0% | $2,131-100.0% | $11,429-100.0% |