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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 | $21,415 | $53,546-60.0% | $69,884-69.4% | $68,486-68.7% |
| Participation rate | 21.4% | 64.5%-43.1pp | 70.5%-49.0pp | 67.9%-46.5pp |
| Annual return | -19.86% | -13.87%-6.0pp | 190.81%-210.7pp | -7.85%-12.0pp |
| Employer contribution / active EE | $0 | $2,019-100.0% | $2,560-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $388 | $2,957-86.9% | $3,848-89.9% | $4,028-90.4% |
| Admin fee / account holder | $0 | $4,693-100.0% | $6,266-100.0% | $5,404-100.0% |