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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 | $20,023 | $84,684-76.4% | $73,835-72.9% | $125,388-84.0% |
| Participation rate | 13.6% | 76.8%-63.1pp | 73.4%-59.8pp | 83.2%-69.6pp |
| Annual return | -8.34% | 3123.93%-3132.3pp | 2268.13%-2276.5pp | 282.24%-290.6pp |
| Employer contribution / active EE | $0 | $3,123-100.0% | $2,788-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,054 | $3,993-48.5% | $3,583-42.7% | $5,352-61.6% |
| Admin fee / account holder | $48 | $5,691-99.2% | $4,880-99.0% | $9,541-99.5% |