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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 | $61,715 | $133,981-53.9% | $112,249-45.0% | $134,532-54.1% |
| Participation rate | 60.0% | 78.6%-18.6pp | 75.1%-15.1pp | 81.2%-21.2pp |
| Annual return | -56.78% | 47.16%-103.9pp | 27.48%-84.3pp | 418.27%-475.0pp |
| Employer contribution / active EE | $0 | $4,040-100.0% | $3,636-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $8,370 | $5,292+58.2% | $4,729+77.0% | $6,401+30.8% |
| Admin fee / account holder | $0 | $7,492-100.0% | $6,412-100.0% | $11,429-100.0% |