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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 | $56,136 | $108,701-48.4% | $74,723-24.9% | $152,909-63.3% |
| Participation rate | 25.0% | 65.4%-40.4pp | 54.5%-29.5pp | 82.5%-57.5pp |
| Annual return | -8.38% | 114.12%-122.5pp | 753.18%-761.6pp | 345.46%-353.8pp |
| Employer contribution / active EE | $0 | $1,504-100.0% | $1,084-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $90 | $2,709-96.7% | $1,962-95.4% | $5,851-98.5% |
| Admin fee / account holder | $0 | $4,906-100.0% | $3,335-100.0% | $11,601-100.0% |