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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 | $19,106 | $99,647-80.8% | $86,439-77.9% | $134,509-85.8% |
| Participation rate | 40.0% | 82.1%-42.1pp | 80.3%-40.3pp | 81.2%-41.2pp |
| Annual return | -24.32% | 6784.13%-6808.5pp | 4395.55%-4419.9pp | 418.13%-442.5pp |
| Employer contribution / active EE | $0 | $4,401-100.0% | $3,769-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $4,002 | $7,246-44.8% | $6,952-42.4% | $6,400-37.5% |
| Admin fee / account holder | $230 | $8,373-97.3% | $6,732-96.6% | $11,427-98.0% |