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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 | $7,576 | $92,766-91.8% | $82,763-90.8% | $134,545-94.4% |
| Participation rate | 22.7% | 75.2%-52.5pp | 72.6%-49.8pp | 81.2%-58.5pp |
| Annual return | -26.86% | 946.97%-973.8pp | 702.45%-729.3pp | 418.37%-445.2pp |
| Employer contribution / active EE | $0 | $3,273-100.0% | $3,008-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $1,415 | $4,802-70.5% | $4,395-67.8% | $6,401-77.9% |
| Admin fee / account holder | $49 | $5,978-99.2% | $5,325-99.1% | $11,431-99.6% |