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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 | $125,778-44.8% | $114,563-39.4% | $154,746-55.1% |
| Participation rate | 20.0% | 75.2%-55.2pp | 72.9%-52.9pp | 80.7%-60.7pp |
| Annual return | -11.73% | 295.14%-306.9pp | 241.09%-252.8pp | 172.34%-184.1pp |
| Employer contribution / active EE | $0 | $2,806-100.0% | $2,592-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $19 | $4,445-99.6% | $4,142-99.5% | $6,730-99.7% |
| Admin fee / account holder | $0 | $8,190-100.0% | $7,623-100.0% | $14,365-100.0% |