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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 | $48,098 | $166,242-71.1% | $165,071-70.9% | $145,884-67.0% |
| Participation rate | 65.2% | 82.0%-16.8pp | 78.6%-13.4pp | 80.3%-15.1pp |
| Annual return | -4.46% | 100.44%-104.9pp | 70.17%-74.6pp | 551.85%-556.3pp |
| Employer contribution / active EE | $0 | $5,283-100.0% | $4,347-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,844 | $6,964-73.5% | $6,035-69.4% | $6,690-72.4% |
| Admin fee / account holder | -$1,266 | $16,658-107.6% | $12,695-110.0% | $13,392-109.5% |