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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 | $43,496-100.0% | $161,489-100.0% | $64,340-100.0% |
| Participation rate | 0.0% | 53.5%-53.5pp | 78.7%-78.7pp | 55.2%-55.2pp |
| Annual return | 9.08% | 20.76%-11.7pp | 89.72%-80.6pp | 24.14%-15.1pp |
| Employer contribution / active EE | $856 | $1,431-40.2% | $4,268-79.9% | $1,862-54.0% |
| Participant deferral / active EE | $560 | $1,996-71.9% | $5,630-90.0% | $2,980-81.2% |
| Admin fee / account holder | $0 | $2,330-100.0% | $16,006-100.0% | $3,703-100.0% |