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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 | $54,881 | $91,525-40.0% | $130,026-57.8% | $75,181-27.0% |
| Participation rate | 60.7% | 71.4%-10.7pp | 78.5%-17.8pp | 67.2%-6.5pp |
| Annual return | 9.34% | -631.40%+640.7pp | -137.26%+146.6pp | 160.69%-151.3pp |
| Employer contribution / active EE | $0 | $2,844-100.0% | $4,321-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,470 | $4,342-66.1% | $5,821-74.7% | $4,126-64.4% |
| Admin fee / account holder | $3 | $6,778-100.0% | $10,608-100.0% | $5,650-100.0% |