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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 | $74,555 | $84,628-11.9% | $61,501+21.2% | $134,545-44.6% |
| Participation rate | 33.3% | 62.2%-28.9pp | 52.6%-19.2pp | 81.2%-47.9pp |
| Annual return | -24.17% | 585.61%-609.8pp | 339.04%-363.2pp | 418.37%-442.5pp |
| Employer contribution / active EE | $0 | $1,545-100.0% | $1,160-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $678 | $2,819-76.0% | $2,125-68.1% | $6,401-89.4% |
| Admin fee / account holder | $60 | $2,587-97.7% | $2,132-97.2% | $11,431-99.5% |