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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 | $17,061 | $51,638-67.0% | $68,368-75.0% | $82,448-79.3% |
| Participation rate | 48.8% | 63.6%-14.8pp | 73.8%-24.9pp | 68.1%-19.2pp |
| Annual return | -52.94% | 37.53%-90.5pp | 292.57%-345.5pp | 41.64%-94.6pp |
| Employer contribution / active EE | $26 | $2,047-98.7% | $2,649-99.0% | $2,551-99.0% |
| Participant deferral / active EE | $528 | $2,914-81.9% | $4,123-87.2% | $4,139-87.2% |
| Admin fee / account holder | $1 | $4,643-100.0% | $5,150-100.0% | $7,234-100.0% |