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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 | $15,594 | $84,685-81.6% | $73,836-78.9% | $125,389-87.6% |
| Participation rate | 50.0% | 76.8%-26.8pp | 73.4%-23.4pp | 83.2%-33.2pp |
| Annual return | -6.43% | 3123.80%-3130.2pp | 2268.06%-2274.5pp | 282.24%-288.7pp |
| Employer contribution / active EE | $0 | $3,123-100.0% | $2,787-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,893 | $3,993-52.6% | $3,583-47.2% | $5,352-64.6% |
| Admin fee / account holder | $175 | $5,694-96.9% | $4,882-96.4% | $9,541-98.2% |