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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 | $11,118 | $92,684-88.0% | $82,706-86.6% | $134,509-91.7% |
| Participation rate | 0.0% | 75.2%-75.2pp | 72.6%-72.6pp | 81.2%-81.2pp |
| Annual return | -22.08% | 945.84%-967.9pp | 701.76%-723.8pp | 418.13%-440.2pp |
| Employer contribution / active EE | $383 | $3,272-88.3% | $3,007-87.3% | $4,741-91.9% |
| Participant deferral / active EE | $0 | $4,800-100.0% | $4,394-100.0% | $6,400-100.0% |
| Admin fee / account holder | $209 | $5,982-96.5% | $5,329-96.1% | $11,427-98.2% |