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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 | $9,703 | $90,607-89.3% | $79,467-87.8% | $135,380-92.8% |
| Participation rate | 14.3% | 76.0%-61.8pp | 73.3%-59.1pp | 82.6%-68.4pp |
| Annual return | -9.91% | 977.74%-987.6pp | 718.30%-728.2pp | 519.81%-529.7pp |
| Employer contribution / active EE | $467 | $3,068-84.8% | $2,800-83.3% | $4,779-90.2% |
| Participant deferral / active EE | $467 | $4,050-88.5% | $3,704-87.4% | $5,609-91.7% |
| Admin fee / account holder | $195 | $5,895-96.7% | $5,104-96.2% | $10,828-98.2% |