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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 | $7,764 | $88,603-91.2% | $69,890-88.9% | $134,545-94.2% |
| Participation rate | 66.7% | 74.9%-8.3pp | 70.5%-3.8pp | 81.2%-14.6pp |
| Annual return | -23.01% | 442.93%-465.9pp | 190.84%-213.9pp | 418.37%-441.4pp |
| Employer contribution / active EE | $0 | $3,236-100.0% | $2,560-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $3,572 | $4,771-25.1% | $3,848-7.2% | $6,401-44.2% |
| Admin fee / account holder | $59 | $10,443-99.4% | $6,267-99.1% | $11,431-99.5% |