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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 | $23,019 | $67,372-65.8% | $60,906-62.2% | $134,532-82.9% |
| Participation rate | 25.0% | 76.2%-51.2pp | 73.1%-48.1pp | 81.2%-56.2pp |
| Annual return | -34.61% | 50.05%-84.7pp | 16.94%-51.5pp | 418.27%-452.9pp |
| Employer contribution / active EE | $0 | $3,099-100.0% | $2,703-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $5,125 | $4,532+13.1% | $3,814+34.4% | $6,401-19.9% |
| Admin fee / account holder | $65 | $4,588-98.6% | $3,227-98.0% | $11,429-99.4% |