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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 | $7,997 | $92,766-91.4% | $82,763-90.3% | $134,545-94.1% |
| Participation rate | 36.4% | 75.2%-38.8pp | 72.6%-36.2pp | 81.2%-44.9pp |
| Annual return | -51.37% | 946.97%-998.3pp | 702.45%-753.8pp | 418.37%-469.7pp |
| Employer contribution / active EE | $304 | $3,273-90.7% | $3,008-89.9% | $4,742-93.6% |
| Participant deferral / active EE | $2,406 | $4,802-49.9% | $4,395-45.3% | $6,401-62.4% |
| Admin fee / account holder | $0 | $5,978-100.0% | $5,325-100.0% | $11,431-100.0% |