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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 | $30,361 | $138,102-78.0% | $125,381-75.8% | $134,532-77.4% |
| Participation rate | 50.0% | 84.5%-34.5pp | 82.4%-32.4pp | 81.2%-31.2pp |
| Annual return | -24.11% | 750.73%-774.8pp | 572.31%-596.4pp | 418.27%-442.4pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $122 | $7,801-98.4% | $7,448-98.4% | $6,401-98.1% |
| Admin fee / account holder | $80 | $11,568-99.3% | $10,007-99.2% | $11,429-99.3% |