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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 | $19,865 | $92,219-78.5% | $76,767-74.1% | $135,380-85.3% |
| Participation rate | 18.8% | 79.8%-61.0pp | 77.0%-58.2pp | 82.6%-63.9pp |
| Annual return | -8.77% | 5.46%-14.2pp | 2.43%-11.2pp | 519.81%-528.6pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $2,485-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $167 | $4,508-96.3% | $3,852-95.7% | $5,609-97.0% |
| Admin fee / account holder | $29 | $10,749-99.7% | $6,675-99.6% | $10,828-99.7% |