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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 | $22,006 | $56,197-60.8% | $67,652-67.5% | $59,633-63.1% |
| Participation rate | 25.0% | 71.5%-46.5pp | 75.7%-50.7pp | 68.7%-43.7pp |
| Annual return | -5.06% | 18508.10%-18513.2pp | 6625.40%-6630.5pp | 2041.45%-2046.5pp |
| Employer contribution / active EE | $0 | $1,615-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $380 | $2,844-86.7% | $3,560-89.3% | $3,192-88.1% |
| Admin fee / account holder | $112 | $3,958-97.2% | $4,821-97.7% | $4,297-97.4% |