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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 | $17,252 | $75,959-77.3% | $154,114-88.8% | $64,181-73.1% |
| Participation rate | 24.4% | 70.4%-46.0pp | 83.0%-58.6pp | 69.6%-45.1pp |
| Annual return | -8.68% | 30.32%-39.0pp | 735.16%-743.8pp | 7.63%-16.3pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $282 | $3,175-91.1% | $5,081-94.4% | $3,470-91.9% |
| Admin fee / account holder | $167 | $5,589-97.0% | $13,411-98.8% | $4,887-96.6% |