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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 | $14,684 | $97,732-85.0% | $83,831-82.5% | $135,380-89.2% |
| Participation rate | 68.2% | 80.0%-11.8pp | 76.1%-8.0pp | 82.6%-14.5pp |
| Annual return | -11.06% | 1287.56%-1298.6pp | 850.99%-862.1pp | 519.81%-530.9pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,631-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,490 | $4,683-46.8% | $4,082-39.0% | $5,609-55.6% |
| Admin fee / account holder | $129 | $6,675-98.1% | $5,479-97.6% | $10,828-98.8% |