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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 | $20,542 | $78,694-73.9% | $67,652-69.6% | $125,389-83.6% |
| Participation rate | 7.7% | 78.8%-71.1pp | 75.7%-68.0pp | 83.2%-75.5pp |
| Annual return | -27.27% | 9.46%-36.7pp | 6625.40%-6652.7pp | 282.24%-309.5pp |
| Employer contribution / active EE | $0 | $3,044-100.0% | $2,266-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,385 | $4,292-67.7% | $3,560-61.1% | $5,352-74.1% |
| Admin fee / account holder | $0 | $7,403-100.0% | $4,821-100.0% | $9,541-100.0% |