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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 | $15,064 | $99,053-84.8% | $88,179-82.9% | $138,895-89.2% |
| Participation rate | 45.5% | 74.2%-28.8pp | 69.1%-23.7pp | 79.9%-34.5pp |
| Annual return | -90.18% | 78.17%-168.3pp | 64.97%-155.1pp | 145.39%-235.6pp |
| Employer contribution / active EE | $367 | $2,882-87.3% | $2,549-85.6% | $4,194-91.2% |
| Participant deferral / active EE | $451 | $5,225-91.4% | $4,614-90.2% | $6,396-92.9% |
| Admin fee / account holder | $0 | $8,748-100.0% | $7,673-100.0% | $12,562-100.0% |