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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 | $4,291 | $88,815-95.2% | $81,882-94.8% | $145,897-97.1% |
| Participation rate | 33.3% | 75.1%-41.7pp | 72.4%-39.1pp | 80.3%-47.0pp |
| Annual return | -35.40% | 1033.75%-1069.1pp | 779.47%-814.9pp | 552.29%-587.7pp |
| Employer contribution / active EE | $0 | $3,086-100.0% | $2,916-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,394 | $4,647-70.0% | $4,323-67.8% | $6,689-79.2% |
| Admin fee / account holder | $223 | $8,434-97.4% | $7,360-97.0% | $13,390-98.3% |