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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 | $3,084 | $29,733-89.6% | $56,025-94.5% | $80,959-96.2% |
| Participation rate | 4.3% | 41.7%-37.4pp | 52.5%-48.2pp | 67.7%-63.3pp |
| Annual return | 2.46% | 35.28%-32.8pp | 1712.69%-1710.2pp | 35.67%-33.2pp |
| Employer contribution / active EE | $0 | $672-100.0% | $1,042-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $44 | $1,229-96.4% | $1,955-97.7% | $4,300-99.0% |
| Admin fee / account holder | $69 | $2,434-97.2% | $2,828-97.6% | $6,925-99.0% |