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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 | $8,282 | $90,691-90.9% | $76,119-89.1% | $145,884-94.3% |
| Participation rate | 60.0% | 74.5%-14.5pp | 69.1%-9.1pp | 80.3%-20.3pp |
| Annual return | -0.98% | 624.52%-625.5pp | 361.25%-362.2pp | 551.85%-552.8pp |
| Employer contribution / active EE | $3,172 | $3,329-4.7% | $2,693+17.8% | $4,662-32.0% |
| Participant deferral / active EE | $0 | $5,167-100.0% | $4,259-100.0% | $6,690-100.0% |
| Admin fee / account holder | $13 | $8,383-99.8% | $6,421-99.8% | $13,392-99.9% |