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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 | $1,859 | $84,551-97.8% | $61,452-97.0% | $134,532-98.6% |
| Participation rate | 25.0% | 62.2%-37.2pp | 52.6%-27.6pp | 81.2%-56.2pp |
| Annual return | -41.61% | 585.39%-627.0pp | 338.96%-380.6pp | 418.27%-459.9pp |
| Employer contribution / active EE | $0 | $1,545-100.0% | $1,160-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $423 | $2,818-85.0% | $2,125-80.1% | $6,401-93.4% |
| Admin fee / account holder | $2 | $2,587-99.9% | $2,131-99.9% | $11,429-100.0% |