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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 | $6,389 | $88,778-92.8% | $81,844-92.2% | $145,884-95.6% |
| Participation rate | 16.7% | 75.1%-58.4pp | 72.4%-55.7pp | 80.3%-63.6pp |
| Annual return | 4.30% | 1033.03%-1028.7pp | 778.87%-774.6pp | 551.85%-547.6pp |
| Employer contribution / active EE | $0 | $3,087-100.0% | $2,916-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $360 | $4,648-92.3% | $4,323-91.7% | $6,690-94.6% |
| Admin fee / account holder | $96 | $8,430-98.9% | $7,355-98.7% | $13,392-99.3% |