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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 | $57,014 | $82,678-31.0% | $125,391-54.5% | $68,490-16.8% |
| Participation rate | 33.3% | 75.1%-41.7pp | 82.4%-49.1pp | 67.9%-34.6pp |
| Annual return | -32.32% | -5.97%-26.4pp | 572.41%-604.7pp | -7.85%-24.5pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,816-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $4,218 | $6,111-31.0% | $7,448-43.4% | $4,028+4.7% |
| Admin fee / account holder | $8 | $6,277-99.9% | $10,009-99.9% | $5,403-99.9% |