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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 | $14,595 | $97,729-85.1% | $83,830-82.6% | $135,379-89.2% |
| Participation rate | 33.3% | 80.0%-46.6pp | 76.1%-42.8pp | 82.6%-49.3pp |
| Annual return | -9.82% | 1287.52%-1297.3pp | 850.97%-860.8pp | 519.79%-529.6pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,631-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,537 | $4,683-45.8% | $4,082-37.9% | $5,609-54.8% |
| Admin fee / account holder | $60 | $6,674-99.1% | $5,479-98.9% | $10,828-99.5% |