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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 | $0 | $52,467-100.0% | $57,196-100.0% | $55,167-100.0% |
| Participation rate | 0.0% | 75.8%-75.8pp | 75.3%-75.3pp | 69.0%-69.0pp |
| Annual return | 1.27% | 7.72%-6.4pp | 14.59%-13.3pp | 169.23%-168.0pp |
| Employer contribution / active EE | $1,008 | $2,477-59.3% | $2,683-62.4% | $1,963-48.7% |
| Participant deferral / active EE | $504 | $2,830-82.2% | $3,096-83.7% | $3,054-83.5% |
| Admin fee / account holder | $0 | $269-100.0% | $3,141-100.0% | $504-100.0% |