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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 | $2,014 | $27,936-92.8% | $58,561-96.6% | $75,173-97.3% |
| Participation rate | 6.9% | 38.8%-32.0pp | 50.9%-44.0pp | 67.2%-60.3pp |
| Annual return | 4.87% | 44.21%-39.3pp | 4251.33%-4246.5pp | 160.72%-155.9pp |
| Employer contribution / active EE | $0 | $670-100.0% | $1,053-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $50 | $1,202-95.8% | $1,923-97.4% | $4,126-98.8% |
| Admin fee / account holder | $62 | $1,727-96.4% | $2,520-97.6% | $5,651-98.9% |