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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 | $0 | $76,368-100.0% | $67,681-100.0% | $154,746-100.0% |
| Participation rate | 0.0% | 79.0%-79.0pp | 73.7%-73.7pp | 80.7%-80.7pp |
| Annual return | 9.24% | 1066.77%-1057.5pp | 590.58%-581.3pp | 172.34%-163.1pp |
| Employer contribution / active EE | $1,377 | $3,151-56.3% | $2,678-48.6% | $4,379-68.6% |
| Participant deferral / active EE | $308 | $4,824-93.6% | $3,976-92.3% | $6,730-95.4% |
| Admin fee / account holder | $0 | $8,559-100.0% | $6,100-100.0% | $14,365-100.0% |