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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 | $93,124-100.0% | $77,100-100.0% | $134,545-100.0% |
| Participation rate | 0.0% | 74.5%-74.5pp | 67.9%-67.9pp | 81.2%-81.2pp |
| Annual return | -22.03% | 62.68%-84.7pp | 42.35%-64.4pp | 418.37%-440.4pp |
| Employer contribution / active EE | $513 | $3,421-85.0% | $2,815-81.8% | $4,742-89.2% |
| Participant deferral / active EE | $586 | $5,242-88.8% | $4,430-86.8% | $6,401-90.9% |
| Admin fee / account holder | $0 | $6,970-100.0% | $5,443-100.0% | $11,431-100.0% |