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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 | $45,269 | $59,107-23.4% | $86,439-47.6% | $68,495-33.9% |
| Participation rate | 43.3% | 75.2%-31.9pp | 80.3%-37.0pp | 67.9%-24.6pp |
| Annual return | -19.78% | -0.23%-19.5pp | 4395.55%-4415.3pp | -7.84%-11.9pp |
| Employer contribution / active EE | $0 | $2,519-100.0% | $3,769-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $664 | $5,901-88.8% | $6,952-90.5% | $4,028-83.5% |
| Admin fee / account holder | $0 | $5,637-100.0% | $6,732-100.0% | $5,403-100.0% |