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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 | $11,964 | $45,865-73.9% | $40,757-70.6% | $125,389-90.5% |
| Participation rate | 0.0% | 84.2%-84.2pp | 79.3%-79.3pp | 83.2%-83.2pp |
| Annual return | -5.65% | -1.32%-4.3pp | -0.50%-5.1pp | 282.24%-287.9pp |
| Employer contribution / active EE | $0 | $3,697-100.0% | $3,004-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,630 | $4,199-61.2% | $3,485-53.2% | $5,352-69.5% |
| Admin fee / account holder | $19 | $5,763-99.7% | $4,272-99.6% | $9,541-99.8% |