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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 | $24,197 | $97,729-75.2% | $83,830-71.1% | $135,379-82.1% |
| Participation rate | 52.6% | 80.0%-27.3pp | 76.1%-23.5pp | 82.6%-30.0pp |
| Annual return | -13.91% | 1287.52%-1301.4pp | 850.97%-864.9pp | 519.79%-533.7pp |
| Employer contribution / active EE | $594 | $4,222-85.9% | $3,631-83.6% | $4,779-87.6% |
| Participant deferral / active EE | $2,414 | $4,683-48.4% | $4,082-40.9% | $5,609-57.0% |
| Admin fee / account holder | $250 | $6,674-96.2% | $5,479-95.4% | $10,828-97.7% |