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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 | $57,905 | $84,551-31.5% | $61,452-5.8% | $134,532-57.0% |
| Participation rate | 55.6% | 62.2%-6.6pp | 52.6%+3.0pp | 81.2%-25.7pp |
| Annual return | -26.31% | 585.39%-611.7pp | 338.96%-365.3pp | 418.27%-444.6pp |
| Employer contribution / active EE | $0 | $1,545-100.0% | $1,160-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $5,022 | $2,818+78.2% | $2,125+136.4% | $6,401-21.5% |
| Admin fee / account holder | $0 | $2,587-100.0% | $2,131-100.0% | $11,429-100.0% |