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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 | $40,895 | $96,419-57.6% | $80,648-49.3% | $139,487-70.7% |
| Participation rate | 54.5% | 73.6%-19.1pp | 67.0%-12.5pp | 80.3%-25.8pp |
| Annual return | -5.48% | 1352.86%-1358.3pp | 937.21%-942.7pp | 373.84%-379.3pp |
| Employer contribution / active EE | $0 | $3,261-100.0% | $2,724-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $1,750 | $5,225-66.5% | $4,443-60.6% | $6,713-73.9% |
| Admin fee / account holder | $74 | $6,605-98.9% | $5,382-98.6% | $11,407-99.4% |