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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 | $22,679 | $92,684-75.5% | $82,706-72.6% | $134,509-83.1% |
| Participation rate | 8.3% | 75.2%-66.9pp | 72.6%-64.2pp | 81.2%-72.9pp |
| Annual return | -27.35% | 945.84%-973.2pp | 701.76%-729.1pp | 418.13%-445.5pp |
| Employer contribution / active EE | $240 | $3,272-92.7% | $3,007-92.0% | $4,741-94.9% |
| Participant deferral / active EE | $1,020 | $4,800-78.7% | $4,394-76.8% | $6,400-84.1% |
| Admin fee / account holder | $96 | $5,982-98.4% | $5,329-98.2% | $11,427-99.2% |