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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 | $27,230 | $106,551-74.4% | $91,225-70.2% | $134,532-79.8% |
| Participation rate | 28.6% | 76.8%-48.2pp | 73.2%-44.6pp | 81.2%-52.7pp |
| Annual return | -28.09% | 160.78%-188.9pp | 114.12%-142.2pp | 418.27%-446.4pp |
| Employer contribution / active EE | $0 | $3,331-100.0% | $2,851-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $3,714 | $4,718-21.3% | $4,233-12.3% | $6,401-42.0% |
| Admin fee / account holder | $283 | $6,234-95.5% | $5,422-94.8% | $11,429-97.5% |