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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 | $17,443 | $54,370-67.9% | $82,763-78.9% | $68,490-74.5% |
| Participation rate | 12.0% | 63.9%-51.9pp | 72.6%-60.6pp | 67.9%-55.9pp |
| Annual return | -19.85% | -13.67%-6.2pp | 702.45%-722.3pp | -7.85%-12.0pp |
| Employer contribution / active EE | $0 | $2,219-100.0% | $3,008-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,151 | $3,247-64.5% | $4,395-73.8% | $4,028-71.4% |
| Admin fee / account holder | $285 | $4,398-93.5% | $5,325-94.7% | $5,403-94.7% |