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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 | $12,868 | $117,777-89.1% | $71,778-82.1% | $134,545-90.4% |
| Participation rate | 5.6% | 68.9%-63.3pp | 62.3%-56.8pp | 81.2%-75.7pp |
| Annual return | -192.88% | 25.46%-218.3pp | 9.15%-202.0pp | 418.37%-611.2pp |
| Employer contribution / active EE | $0 | $2,525-100.0% | $1,704-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $1,500 | $3,756-60.1% | $2,656-43.5% | $6,401-76.6% |
| Admin fee / account holder | $79 | $6,379-98.8% | $3,974-98.0% | $11,431-99.3% |