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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 | $59,878 | $102,663-41.7% | $86,216-30.5% | $139,466-57.1% |
| Participation rate | 64.3% | 74.5%-10.2pp | 69.0%-4.7pp | 80.3%-16.0pp |
| Annual return | -34.42% | 1924.52%-1958.9pp | 1169.42%-1203.8pp | 373.66%-408.1pp |
| Employer contribution / active EE | $0 | $3,035-100.0% | $2,382-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $293 | $4,677-93.7% | $3,986-92.7% | $6,712-95.6% |
| Admin fee / account holder | $5 | $8,663-99.9% | $6,853-99.9% | $11,409-100.0% |