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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 | $13,344 | $152,542-91.3% | $117,498-88.6% | $134,509-90.1% |
| Participation rate | 26.7% | 77.1%-50.4pp | 70.6%-43.9pp | 81.2%-54.6pp |
| Annual return | -20.72% | 53.02%-73.7pp | 29.75%-50.5pp | 418.13%-438.9pp |
| Employer contribution / active EE | $0 | $5,574-100.0% | $4,178-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $847 | $4,819-82.4% | $4,071-79.2% | $6,400-86.8% |
| Admin fee / account holder | $68 | $7,006-99.0% | $5,646-98.8% | $11,427-99.4% |