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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 | $45,718 | $101,618-55.0% | $93,063-50.9% | $137,256-66.7% |
| Participation rate | 66.7% | 74.9%-8.3pp | 72.1%-5.4pp | 80.0%-13.3pp |
| Annual return | -41.33% | 223.95%-265.3pp | 34.15%-75.5pp | 220.34%-261.7pp |
| Employer contribution / active EE | $605 | $2,707-77.6% | $2,476-75.6% | $4,156-85.4% |
| Participant deferral / active EE | $612 | $4,279-85.7% | $3,958-84.5% | $6,407-90.4% |
| Admin fee / account holder | $0 | $6,198-100.0% | $6,033-100.0% | $12,270-100.0% |