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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 | $15,505 | $75,962-79.6% | $154,111-89.9% | $64,173-75.8% |
| Participation rate | 17.6% | 70.4%-52.8pp | 83.0%-65.4pp | 69.6%-51.9pp |
| Annual return | -17.25% | 30.32%-47.6pp | 735.18%-752.4pp | 7.63%-24.9pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,302 | $3,175-59.0% | $5,081-74.4% | $3,470-62.5% |
| Admin fee / account holder | $184 | $5,589-96.7% | $13,411-98.6% | $4,887-96.2% |