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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 | $20,395 | $69,118-70.5% | $53,647-62.0% | $138,895-85.3% |
| Participation rate | 66.7% | 64.0%+2.7pp | 56.3%+10.4pp | 79.9%-13.3pp |
| Annual return | -58.00% | 248.26%-306.3pp | 358.33%-416.3pp | 145.39%-203.4pp |
| Employer contribution / active EE | $82 | $1,189-93.1% | $962-91.4% | $4,194-98.0% |
| Participant deferral / active EE | $41 | $2,274-98.2% | $1,813-97.8% | $6,396-99.4% |
| Admin fee / account holder | $0 | $2,724-100.0% | $2,460-100.0% | $12,562-100.0% |