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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 | $9,488 | $92,743-89.8% | $82,744-88.5% | $134,532-92.9% |
| Participation rate | 33.3% | 75.2%-41.9pp | 72.6%-39.2pp | 81.2%-47.9pp |
| Annual return | -57.29% | 946.63%-1003.9pp | 702.22%-759.5pp | 418.27%-475.6pp |
| Employer contribution / active EE | $0 | $3,273-100.0% | $3,008-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,971 | $4,802-38.1% | $4,395-32.4% | $6,401-53.6% |
| Admin fee / account holder | $194 | $5,977-96.8% | $5,325-96.4% | $11,429-98.3% |