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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 | $13,446 | $99,668-86.5% | $86,451-84.4% | $134,545-90.0% |
| Participation rate | 17.4% | 82.1%-64.7pp | 80.3%-62.9pp | 81.2%-63.8pp |
| Annual return | -22.25% | 6789.61%-6811.9pp | 4398.51%-4420.8pp | 418.37%-440.6pp |
| Employer contribution / active EE | $0 | $4,403-100.0% | $3,770-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $1,047 | $7,249-85.6% | $6,953-84.9% | $6,401-83.7% |
| Admin fee / account holder | $60 | $8,377-99.3% | $6,734-99.1% | $11,431-99.5% |