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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 | $69,805 | $106,923-34.7% | $84,023-16.9% | $152,909-54.3% |
| Participation rate | 50.0% | 75.3%-25.3pp | 69.0%-19.0pp | 82.5%-32.5pp |
| Annual return | -2.62% | 105.02%-107.6pp | 71.32%-73.9pp | 345.46%-348.1pp |
| Employer contribution / active EE | $446 | $2,735-83.7% | $1,984-77.5% | $4,764-90.6% |
| Participant deferral / active EE | $446 | $4,013-88.9% | $3,239-86.2% | $5,851-92.4% |
| Admin fee / account holder | $0 | $8,289-100.0% | $6,102-100.0% | $11,601-100.0% |