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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 | $35,771 | $82,630-56.7% | $64,105-44.2% | $125,389-71.5% |
| Participation rate | 28.6% | 75.9%-47.3pp | 68.2%-39.6pp | 83.2%-54.6pp |
| Annual return | -8.64% | 1489.72%-1498.4pp | 791.24%-799.9pp | 282.24%-290.9pp |
| Employer contribution / active EE | $0 | $2,671-100.0% | $1,820-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $4,824 | $3,608+33.7% | $2,822+71.0% | $5,352-9.9% |
| Admin fee / account holder | $0 | $6,382-100.0% | $4,499-100.0% | $9,541-100.0% |