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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 | $0 | $45,872-100.0% | $77,100-100.0% | $68,490-100.0% |
| Participation rate | 0.0% | 55.9%-55.9pp | 67.9%-67.9pp | 67.9%-67.9pp |
| Annual return | -24.06% | 1.73%-25.8pp | 42.35%-66.4pp | -7.85%-16.2pp |
| Employer contribution / active EE | $0 | $1,650-100.0% | $2,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,230 | $2,963-58.5% | $4,430-72.2% | $4,028-69.5% |
| Admin fee / account holder | $0 | $3,041-100.0% | $5,443-100.0% | $5,403-100.0% |