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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 | $108,253 | $74,879,922-99.9% | $40,145,923-99.7% | $273,972-60.5% |
| Participation rate | 60.0% | 74.1%-14.1pp | 68.4%-8.4pp | 83.0%-23.0pp |
| Annual return | -45.29% | 2.55%-47.8pp | 5.24%-50.5pp | 41.46%-86.7pp |
| Employer contribution / active EE | $139 | $2,350-94.1% | $1,844-92.5% | $4,869-97.1% |
| Participant deferral / active EE | $0 | $2,962-100.0% | $2,591-100.0% | $5,287-100.0% |
| Admin fee / account holder | $0 | $3,725-100.0% | $2,903-100.0% | $10,133-100.0% |