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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 | $65,962 | $135,639-51.4% | $110,241-40.2% | $135,382-51.3% |
| Participation rate | 66.7% | 83.5%-16.8pp | 79.8%-13.2pp | 82.6%-16.0pp |
| Annual return | -10.90% | 513.21%-524.1pp | 314.75%-325.7pp | 519.77%-530.7pp |
| Employer contribution / active EE | $0 | $4,907-100.0% | $3,827-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,701 | $5,507-51.0% | $4,672-42.2% | $5,609-51.8% |
| Admin fee / account holder | $0 | $11,457-100.0% | $8,548-100.0% | $10,829-100.0% |