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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 | $7,970 | $92,743-91.4% | $82,744-90.4% | $134,532-94.1% |
| Participation rate | 28.6% | 75.2%-46.6pp | 72.6%-44.0pp | 81.2%-52.7pp |
| Annual return | -73.64% | 946.63%-1020.3pp | 702.22%-775.9pp | 418.27%-491.9pp |
| Employer contribution / active EE | $0 | $3,273-100.0% | $3,008-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $4,388 | $4,802-8.6% | $4,395-0.1% | $6,401-31.4% |
| Admin fee / account holder | $257 | $5,977-95.7% | $5,325-95.2% | $11,429-97.7% |