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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 | $20,691 | $88,603-76.6% | $69,890-70.4% | $134,545-84.6% |
| Participation rate | 15.0% | 74.9%-59.9pp | 70.5%-55.5pp | 81.2%-66.2pp |
| Annual return | -22.02% | 442.93%-465.0pp | 190.84%-212.9pp | 418.37%-440.4pp |
| Employer contribution / active EE | $0 | $3,236-100.0% | $2,560-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $2,523 | $4,771-47.1% | $3,848-34.5% | $6,401-60.6% |
| Admin fee / account holder | $0 | $10,443-100.0% | $6,267-100.0% | $11,431-100.0% |