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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 | $9,201 | $27,632-66.7% | $61,399-85.0% | $68,495-86.6% |
| Participation rate | 6.3% | 39.5%-33.3pp | 52.6%-46.3pp | 67.9%-61.6pp |
| Annual return | -63.66% | -13.24%-50.4pp | 338.81%-402.5pp | -7.84%-55.8pp |
| Employer contribution / active EE | $0 | $696-100.0% | $1,159-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $554 | $1,264-56.1% | $2,124-73.9% | $4,028-86.2% |
| Admin fee / account holder | $46 | $2,010-97.7% | $2,131-97.8% | $5,403-99.1% |