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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $27,431 | $75,962-63.9% | $154,108-82.2% | $64,173-57.3% |
| Participation rate | 27.7% | 70.4%-42.8pp | 83.0%-55.4pp | 69.6%-41.9pp |
| Annual return | -12.31% | 30.32%-42.6pp | 735.21%-747.5pp | 7.63%-19.9pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $915 | $3,175-71.2% | $5,081-82.0% | $3,470-73.6% |
| Admin fee / account holder | $141 | $5,589-97.5% | $13,411-98.9% | $4,887-97.1% |