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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 | $14,006 | $52,353-73.2% | $120,225-88.3% | $82,448-83.0% |
| Participation rate | 7.7% | 58.3%-50.6pp | 69.6%-61.9pp | 68.1%-60.4pp |
| Annual return | 12.73% | 61.85%-49.1pp | 439.23%-426.5pp | 41.64%-28.9pp |
| Employer contribution / active EE | $0 | $1,510-100.0% | $3,475-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $62 | $2,627-97.7% | $3,999-98.5% | $4,139-98.5% |
| Admin fee / account holder | $125 | $4,363-97.1% | $5,696-97.8% | $7,234-98.3% |