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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 | $15,477 | $100,938-84.7% | $90,461-82.9% | $158,982-90.3% |
| Participation rate | 50.0% | 75.0%-25.0pp | 72.7%-22.7pp | 82.0%-32.0pp |
| Annual return | -22.43% | 1727.20%-1749.6pp | 1294.76%-1317.2pp | 302.99%-325.4pp |
| Employer contribution / active EE | $36 | $3,691-99.0% | $3,264-98.9% | $4,763-99.3% |
| Participant deferral / active EE | $0 | $4,350-100.0% | $3,964-100.0% | $5,983-100.0% |
| Admin fee / account holder | $0 | $6,510-100.0% | $5,617-100.0% | $11,252-100.0% |