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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 | $23,536 | $84,685-72.2% | $73,836-68.1% | $125,389-81.2% |
| Participation rate | 44.4% | 76.8%-32.3pp | 73.4%-29.0pp | 83.2%-38.7pp |
| Annual return | -4.96% | 3123.80%-3128.8pp | 2268.06%-2273.0pp | 282.24%-287.2pp |
| Employer contribution / active EE | $0 | $3,123-100.0% | $2,787-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $4,749 | $3,993+19.0% | $3,583+32.5% | $5,352-11.3% |
| Admin fee / account holder | $215 | $5,694-96.2% | $4,882-95.6% | $9,541-97.7% |