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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 | $20,750 | $100,073-79.3% | $85,126-75.6% | $145,877-85.8% |
| Participation rate | 62.5% | 74.1%-11.6pp | 67.5%-5.0pp | 80.3%-17.8pp |
| Annual return | -3.32% | 84.11%-87.4pp | 66.63%-69.9pp | 551.28%-554.6pp |
| Employer contribution / active EE | $6,772 | $3,236+109.2% | $2,731+147.9% | $4,663+45.2% |
| Participant deferral / active EE | $0 | $5,294-100.0% | $4,523-100.0% | $6,691-100.0% |
| Admin fee / account holder | $0 | $7,261-100.0% | $6,160-100.0% | $13,402-100.0% |