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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 | $0 | $65,423-100.0% | $98,477-100.0% | $85,856-100.0% |
| Participation rate | 0.0% | 65.0%-65.0pp | 73.3%-73.3pp | 69.3%-69.3pp |
| Annual return | 10.78% | 21.76%-11.0pp | 1493.59%-1482.8pp | 318.58%-307.8pp |
| Employer contribution / active EE | $230 | $2,168-89.4% | $2,961-92.2% | $2,565-91.0% |
| Participant deferral / active EE | $516 | $3,167-83.7% | $4,276-87.9% | $3,952-86.9% |
| Admin fee / account holder | $0 | $4,594-100.0% | $5,951-100.0% | $6,261-100.0% |