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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 | $16,986 | $52,519-67.7% | $155,789-89.1% | $59,633-71.5% |
| Participation rate | 18.5% | 61.7%-43.2pp | 76.1%-57.6pp | 68.7%-50.2pp |
| Annual return | -3.99% | 53.51%-57.5pp | 71.54%-75.5pp | 2041.45%-2045.4pp |
| Employer contribution / active EE | $215 | $1,589-86.4% | $3,839-94.4% | $2,203-90.2% |
| Participant deferral / active EE | $729 | $3,084-76.4% | $4,798-84.8% | $3,192-77.2% |
| Admin fee / account holder | $172 | $3,540-95.1% | $7,477-97.7% | $4,297-96.0% |