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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 | $21,293 | $80,812-73.7% | $160,784-86.8% | $82,448-74.2% |
| Participation rate | 35.3% | 66.2%-30.9pp | 77.0%-41.7pp | 68.1%-32.8pp |
| Annual return | 6.54% | 100.59%-94.1pp | 1803.92%-1797.4pp | 41.64%-35.1pp |
| Employer contribution / active EE | $1,712 | $2,174-21.2% | $3,733-54.1% | $2,551-32.9% |
| Participant deferral / active EE | $0 | $4,335-100.0% | $6,293-100.0% | $4,139-100.0% |
| Admin fee / account holder | $193 | $7,695-97.5% | $9,717-98.0% | $7,234-97.3% |