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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 | $26,463 | $142,392-81.4% | $119,622-77.9% | $134,532-80.3% |
| Participation rate | 25.0% | 82.8%-57.8pp | 79.3%-54.3pp | 81.2%-56.2pp |
| Annual return | -21.42% | -12.46%-9.0pp | -14.98%-6.4pp | 418.27%-439.7pp |
| Employer contribution / active EE | $0 | $5,224-100.0% | $4,232-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $5,424 | $6,467-16.1% | $5,601-3.2% | $6,401-15.3% |
| Admin fee / account holder | $62 | $13,593-99.5% | $10,328-99.4% | $11,429-99.5% |