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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 | $15,875 | $84,518-81.2% | $67,704-76.6% | $125,389-87.3% |
| Participation rate | 25.0% | 74.8%-49.8pp | 67.5%-42.5pp | 83.2%-58.2pp |
| Annual return | -79.18% | 2.57%-81.8pp | 25.41%-104.6pp | 282.24%-361.4pp |
| Employer contribution / active EE | $0 | $3,292-100.0% | $2,559-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $184 | $4,430-95.9% | $3,585-94.9% | $5,352-96.6% |
| Admin fee / account holder | $159 | $5,340-97.0% | $4,255-96.3% | $9,541-98.3% |