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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 | $19,937 | $102,638-80.6% | $81,982-75.7% | $158,982-87.5% |
| Participation rate | 9.1% | 75.5%-66.4pp | 69.3%-60.2pp | 82.0%-72.9pp |
| Annual return | -97.81% | 61.05%-158.9pp | 41.31%-139.1pp | 302.99%-400.8pp |
| Employer contribution / active EE | $0 | $3,241-100.0% | $2,498-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,773 | $4,649-61.9% | $3,722-52.4% | $5,983-70.4% |
| Admin fee / account holder | $57 | $8,237-99.3% | $5,665-99.0% | $11,252-99.5% |