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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 | $64,075 | $90,607-29.3% | $79,467-19.4% | $135,380-52.7% |
| Participation rate | 62.5% | 76.0%-13.5pp | 73.3%-10.8pp | 82.6%-20.1pp |
| Annual return | -11.39% | 977.74%-989.1pp | 718.30%-729.7pp | 519.81%-531.2pp |
| Employer contribution / active EE | $0 | $3,068-100.0% | $2,800-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $6,330 | $4,050+56.3% | $3,704+70.9% | $5,609+12.9% |
| Admin fee / account holder | $227 | $5,895-96.2% | $5,104-95.6% | $10,828-97.9% |