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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 | $20,639 | $152,591-86.5% | $117,529-82.4% | $134,545-84.7% |
| Participation rate | 54.5% | 77.1%-22.6pp | 70.6%-16.1pp | 81.2%-26.7pp |
| Annual return | -22.59% | 53.04%-75.6pp | 29.77%-52.4pp | 418.37%-441.0pp |
| Employer contribution / active EE | $0 | $5,576-100.0% | $4,179-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $2,700 | $4,821-44.0% | $4,072-33.7% | $6,401-57.8% |
| Admin fee / account holder | $2 | $7,004-100.0% | $5,645-100.0% | $11,431-100.0% |