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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 | $30,928 | $138,075-77.6% | $123,552-75.0% | $135,379-77.2% |
| Participation rate | 29.4% | 84.7%-55.3pp | 82.3%-52.9pp | 82.6%-53.2pp |
| Annual return | -9.22% | 153.70%-162.9pp | 119.20%-128.4pp | 519.79%-529.0pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,520 | $6,800-62.9% | $6,426-60.8% | $5,609-55.1% |
| Admin fee / account holder | $198 | $10,917-98.2% | $9,285-97.9% | $10,828-98.2% |