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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 | $41,016-100.0% | $152,093-100.0% | $64,097-100.0% |
| Participation rate | 0.0% | 51.3%-51.3pp | 77.8%-77.8pp | 55.2%-55.2pp |
| Annual return | 9.08% | 39.60%-30.5pp | 66.36%-57.3pp | 34.64%-25.6pp |
| Employer contribution / active EE | $856 | $1,342-36.2% | $4,175-79.5% | $1,891-54.7% |
| Participant deferral / active EE | $560 | $1,927-70.9% | $5,451-89.7% | $3,080-81.8% |
| Admin fee / account holder | $0 | $2,305-100.0% | $14,497-100.0% | $3,454-100.0% |