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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 | $68,734 | $99,668-31.0% | $86,451-20.5% | $134,545-48.9% |
| Participation rate | 66.7% | 82.1%-15.4pp | 80.3%-13.7pp | 81.2%-14.6pp |
| Annual return | -23.59% | 6789.61%-6813.2pp | 4398.51%-4422.1pp | 418.37%-442.0pp |
| Employer contribution / active EE | $0 | $4,403-100.0% | $3,770-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $10,082 | $7,249+39.1% | $6,953+45.0% | $6,401+57.5% |
| Admin fee / account holder | $20 | $8,377-99.8% | $6,734-99.7% | $11,431-99.8% |