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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 | $10,920 | $69,248-84.2% | $64,101-83.0% | $139,466-92.2% |
| Participation rate | 50.0% | 75.6%-25.6pp | 72.3%-22.3pp | 80.3%-30.3pp |
| Annual return | -0.39% | 45.95%-46.3pp | 33.72%-34.1pp | 373.66%-374.1pp |
| Employer contribution / active EE | $0 | $3,185-100.0% | $2,749-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $417 | $4,682-91.1% | $3,881-89.3% | $6,712-93.8% |
| Admin fee / account holder | $138 | $4,247-96.8% | $3,070-95.5% | $11,409-98.8% |