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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 | $18,353 | $85,171-78.5% | $172,752-89.4% | $72,975-74.9% |
| Participation rate | 0.0% | 70.1%-70.1pp | 82.6%-82.6pp | 69.5%-69.5pp |
| Annual return | 14.54% | 27.32%-12.8pp | 802.97%-788.4pp | 81.01%-66.5pp |
| Employer contribution / active EE | $537 | $3,324-83.8% | $5,144-89.6% | $2,440-78.0% |
| Participant deferral / active EE | $806 | $3,260-75.3% | $5,198-84.5% | $3,608-77.6% |
| Admin fee / account holder | $95 | $5,880-98.4% | $13,955-99.3% | $5,124-98.2% |