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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 | $22,490 | $100,805-77.7% | $86,698-74.1% | $134,532-83.3% |
| Participation rate | 53.3% | 79.0%-25.6pp | 76.6%-23.3pp | 81.2%-27.9pp |
| Annual return | -20.50% | 29.09%-49.6pp | 35.95%-56.5pp | 418.27%-438.8pp |
| Employer contribution / active EE | $0 | $3,490-100.0% | $2,837-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,603 | $5,339-70.0% | $4,656-65.6% | $6,401-75.0% |
| Admin fee / account holder | $8 | $10,925-99.9% | $7,493-99.9% | $11,429-99.9% |