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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 | $8,434 | $100,841-91.6% | - | $167,518-95.0% |
| Participation rate | 33.3% | 69.9%-36.6pp | - | 82.1%-48.8pp |
| Annual return | -105.83% | 15.60%-121.4pp | - | 478.71%-584.5pp |
| Employer contribution / active EE | $0 | $3,097-100.0% | - | $4,838-100.0% |
| Participant deferral / active EE | $4,028 | $4,641-13.2% | - | $6,342-36.5% |
| Admin fee / account holder | $0 | $3,188-100.0% | - | $12,312-100.0% |