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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 | $21,548 | $90,607-76.2% | $79,467-72.9% | $135,380-84.1% |
| Participation rate | 12.5% | 76.0%-63.5pp | 73.3%-60.8pp | 82.6%-70.1pp |
| Annual return | -12.21% | 977.74%-989.9pp | 718.30%-730.5pp | 519.81%-532.0pp |
| Employer contribution / active EE | $0 | $3,068-100.0% | $2,800-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,500 | $4,050-63.0% | $3,704-59.5% | $5,609-73.3% |
| Admin fee / account holder | $44 | $5,895-99.3% | $5,104-99.1% | $10,828-99.6% |