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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 | $28,353 | $106,549-73.4% | $91,225-68.9% | $134,509-78.9% |
| Participation rate | 50.0% | 76.8%-26.8pp | 73.2%-23.2pp | 81.2%-31.2pp |
| Annual return | -56.37% | 160.73%-217.1pp | 114.10%-170.5pp | 418.13%-474.5pp |
| Employer contribution / active EE | $0 | $3,331-100.0% | $2,851-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,842 | $4,719-39.8% | $4,234-32.9% | $6,400-55.6% |
| Admin fee / account holder | $10 | $6,234-99.8% | $5,422-99.8% | $11,427-99.9% |