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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 | $22,373 | $100,895-77.8% | $90,430-75.3% | $158,950-85.9% |
| Participation rate | 50.0% | 75.0%-25.0pp | 72.7%-22.7pp | 82.0%-32.0pp |
| Annual return | -38.24% | 1725.54%-1763.8pp | 1293.73%-1332.0pp | 302.91%-341.2pp |
| Employer contribution / active EE | $226 | $3,689-93.9% | $3,262-93.1% | $4,762-95.2% |
| Participant deferral / active EE | $226 | $4,347-94.8% | $3,963-94.3% | $5,983-96.2% |
| Admin fee / account holder | $0 | $6,505-100.0% | $5,613-100.0% | $11,248-100.0% |