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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 | $67,823-69.9% | $52,425-61.1% | $137,256-85.1% |
| Participation rate | 66.7% | 63.9%+2.8pp | 55.6%+11.0pp | 80.0%-13.3pp |
| Annual return | -58.00% | 219.11%-277.1pp | 302.12%-360.1pp | 220.34%-278.3pp |
| Employer contribution / active EE | $82 | $1,163-92.9% | $914-91.0% | $4,156-98.0% |
| Participant deferral / active EE | $41 | $2,288-98.2% | $1,790-97.7% | $6,407-99.4% |
| Admin fee / account holder | $0 | $2,844-100.0% | $2,495-100.0% | $12,270-100.0% |