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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 | $28,280 | $142,409-80.1% | $119,634-76.4% | $134,545-79.0% |
| Participation rate | 39.1% | 82.8%-43.7pp | 79.3%-40.1pp | 81.2%-42.1pp |
| Annual return | -23.15% | -12.46%-10.7pp | -14.98%-8.2pp | 418.37%-441.5pp |
| Employer contribution / active EE | $0 | $5,224-100.0% | $4,232-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $1,733 | $6,468-73.2% | $5,601-69.1% | $6,401-72.9% |
| Admin fee / account holder | $4 | $13,594-100.0% | $10,329-100.0% | $11,431-100.0% |