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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 | $96,361-100.0% | $80,607-100.0% | $139,456-100.0% |
| Participation rate | 0.0% | 73.6%-73.6pp | 67.0%-67.0pp | 80.3%-80.3pp |
| Annual return | -2.25% | 1350.95%-1353.2pp | 936.11%-938.4pp | 373.45%-375.7pp |
| Employer contribution / active EE | $5,665 | $3,262+73.6% | $2,724+107.9% | $4,753+19.2% |
| Participant deferral / active EE | $277 | $5,232-94.7% | $4,448-93.8% | $6,711-95.9% |
| Admin fee / account holder | $0 | $6,601-100.0% | $5,379-100.0% | $11,407-100.0% |