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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 | $33,477 | $72,465-53.8% | $67,575-50.5% | $145,884-77.1% |
| Participation rate | 22.7% | 76.9%-54.2pp | 72.9%-50.2pp | 80.3%-57.6pp |
| Annual return | -28.92% | 7222.56%-7251.5pp | 3528.98%-3557.9pp | 551.85%-580.8pp |
| Employer contribution / active EE | $455 | $3,074-85.2% | $2,736-83.4% | $4,662-90.2% |
| Participant deferral / active EE | $584 | $4,786-87.8% | $4,003-85.4% | $6,690-91.3% |
| Admin fee / account holder | $42 | $5,515-99.2% | $3,993-99.0% | $13,392-99.7% |