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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 | $69,432 | $177,353-60.9% | $158,226-56.1% | $198,609-65.0% |
| Participation rate | 20.0% | 77.0%-57.0pp | 74.8%-54.8pp | 82.4%-62.4pp |
| Annual return | -11.73% | 599.50%-611.2pp | 501.41%-513.1pp | 202.70%-214.4pp |
| Employer contribution / active EE | $0 | $3,239-100.0% | $2,986-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $19 | $4,615-99.6% | $4,317-99.6% | $6,977-99.7% |
| Admin fee / account holder | $0 | $10,960-100.0% | $10,217-100.0% | $19,030-100.0% |