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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 | $45,152-100.0% | $73,835-100.0% | $59,633-100.0% |
| Participation rate | 0.0% | 64.0%-64.0pp | 73.4%-73.4pp | 68.7%-68.7pp |
| Annual return | -4.25% | 27.40%-31.7pp | 2268.13%-2272.4pp | 2041.40%-2045.7pp |
| Employer contribution / active EE | $1,935 | $1,901+1.8% | $2,788-30.6% | $2,203-12.1% |
| Participant deferral / active EE | $0 | $2,573-100.0% | $3,583-100.0% | $3,192-100.0% |
| Admin fee / account holder | $0 | $3,515-100.0% | $4,880-100.0% | $4,297-100.0% |