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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 | $15,904 | $55,041-71.1% | $45,164-64.8% | $134,532-88.2% |
| Participation rate | 42.9% | 63.8%-21.0pp | 55.2%-12.3pp | 81.2%-38.4pp |
| Annual return | -65.32% | -19.63%-45.7pp | -20.28%-45.0pp | 418.27%-483.6pp |
| Employer contribution / active EE | $0 | $3,006-100.0% | $2,321-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $7,878 | $3,822+106.1% | $3,184+147.4% | $6,401+23.1% |
| Admin fee / account holder | $22 | $4,029-99.5% | $3,071-99.3% | $11,429-99.8% |