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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 | $16,168 | $92,684-82.6% | $82,706-80.5% | $134,509-88.0% |
| Participation rate | 50.0% | 75.2%-25.2pp | 72.6%-22.6pp | 81.2%-31.2pp |
| Annual return | -34.37% | 945.84%-980.2pp | 701.76%-736.1pp | 418.13%-452.5pp |
| Employer contribution / active EE | $0 | $3,272-100.0% | $3,007-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $3,920 | $4,800-18.3% | $4,394-10.8% | $6,400-38.8% |
| Admin fee / account holder | $194 | $5,982-96.8% | $5,329-96.4% | $11,427-98.3% |