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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 | $19,949 | $82,630-75.9% | $64,105-68.9% | $125,389-84.1% |
| Participation rate | 35.3% | 75.9%-40.6pp | 68.2%-32.9pp | 83.2%-47.9pp |
| Annual return | -4.52% | 1489.72%-1494.2pp | 791.24%-795.8pp | 282.24%-286.8pp |
| Employer contribution / active EE | $0 | $2,671-100.0% | $1,820-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $963 | $3,608-73.3% | $2,822-65.9% | $5,352-82.0% |
| Admin fee / account holder | $140 | $6,382-97.8% | $4,499-96.9% | $9,541-98.5% |