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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 | $19,300 | $97,732-80.3% | $83,831-77.0% | $135,380-85.7% |
| Participation rate | 50.0% | 80.0%-30.0pp | 76.1%-26.1pp | 82.6%-32.6pp |
| Annual return | -12.44% | 1287.56%-1300.0pp | 850.99%-863.4pp | 519.81%-532.2pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,631-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,754 | $4,683-41.2% | $4,082-32.5% | $5,609-50.9% |
| Admin fee / account holder | $134 | $6,675-98.0% | $5,479-97.5% | $10,828-98.8% |