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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 | $22,537 | $84,551-73.3% | $61,452-63.3% | $134,532-83.2% |
| Participation rate | 5.6% | 62.2%-56.6pp | 52.6%-47.0pp | 81.2%-75.7pp |
| Annual return | -88.79% | 585.39%-674.2pp | 338.96%-427.7pp | 418.27%-507.1pp |
| Employer contribution / active EE | $0 | $1,545-100.0% | $1,160-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,139 | $2,818-59.6% | $2,125-46.4% | $6,401-82.2% |
| Admin fee / account holder | $209 | $2,587-91.9% | $2,131-90.2% | $11,429-98.2% |