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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 | $17,215 | $88,585-80.6% | $69,884-75.4% | $134,532-87.2% |
| Participation rate | 16.7% | 74.9%-58.2pp | 70.5%-53.8pp | 81.2%-64.6pp |
| Annual return | -22.25% | 442.80%-465.1pp | 190.81%-213.1pp | 418.27%-440.5pp |
| Employer contribution / active EE | $0 | $3,235-100.0% | $2,560-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $22 | $4,770-99.5% | $3,848-99.4% | $6,401-99.7% |
| Admin fee / account holder | $132 | $10,441-98.7% | $6,266-97.9% | $11,429-98.8% |