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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 | $53,128-100.0% | $86,582-100.0% | $70,126-100.0% |
| Participation rate | 0.0% | 65.3%-65.3pp | 73.5%-73.5pp | 69.5%-69.5pp |
| Annual return | 8.81% | 27.66%-18.9pp | 965.08%-956.3pp | 73.15%-64.3pp |
| Employer contribution / active EE | $624 | $2,068-69.8% | $2,839-78.0% | $2,343-73.4% |
| Participant deferral / active EE | $625 | $2,695-76.8% | $3,609-82.7% | $3,332-81.3% |
| Admin fee / account holder | $0 | $3,584-100.0% | $4,904-100.0% | $4,645-100.0% |