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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 | $31,010 | $135,645-77.1% | $110,243-71.9% | $135,380-77.1% |
| Participation rate | 20.0% | 83.5%-63.5pp | 79.8%-59.8pp | 82.6%-62.6pp |
| Annual return | -10.70% | 513.24%-523.9pp | 314.76%-325.5pp | 519.81%-530.5pp |
| Employer contribution / active EE | $1,146 | $4,907-76.6% | $3,827-70.1% | $4,779-76.0% |
| Participant deferral / active EE | $1,375 | $5,507-75.0% | $4,672-70.6% | $5,609-75.5% |
| Admin fee / account holder | $211 | $11,458-98.2% | $8,548-97.5% | $10,828-98.1% |