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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 | $14,780 | $45,872-67.8% | $77,081-80.8% | $68,495-78.4% |
| Participation rate | 40.0% | 55.9%-15.9pp | 67.9%-27.9pp | 67.9%-27.9pp |
| Annual return | -20.27% | 1.73%-22.0pp | 42.33%-62.6pp | -7.84%-12.4pp |
| Employer contribution / active EE | $0 | $1,650-100.0% | $2,813-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $707 | $2,963-76.1% | $4,428-84.0% | $4,028-82.4% |
| Admin fee / account holder | $0 | $3,041-100.0% | $5,427-100.0% | $5,403-100.0% |