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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 | $1,715 | $76,519-97.8% | $56,025-96.9% | $145,897-98.8% |
| Participation rate | 4.3% | 63.2%-58.9pp | 52.5%-48.2pp | 80.3%-76.0pp |
| Annual return | -0.21% | 3017.03%-3017.2pp | 1712.69%-1712.9pp | 552.29%-552.5pp |
| Employer contribution / active EE | $33 | $1,383-97.6% | $1,042-96.8% | $4,663-99.3% |
| Participant deferral / active EE | $0 | $2,624-100.0% | $1,955-100.0% | $6,689-100.0% |
| Admin fee / account holder | $213 | $3,331-93.6% | $2,828-92.5% | $13,390-98.4% |