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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 | $23,574 | $56,197-58.1% | $67,652-65.2% | $59,633-60.5% |
| Participation rate | 8.9% | 71.5%-62.6pp | 75.7%-66.8pp | 68.7%-59.8pp |
| Annual return | -3.39% | 18508.10%-18511.5pp | 6625.40%-6628.8pp | 2041.45%-2044.8pp |
| Employer contribution / active EE | $0 | $1,615-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $147 | $2,844-94.8% | $3,560-95.9% | $3,192-95.4% |
| Admin fee / account holder | $17 | $3,958-99.6% | $4,821-99.7% | $4,297-99.6% |