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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 | $52,219 | $167,353-68.8% | $143,797-63.7% | $134,545-61.2% |
| Participation rate | 50.0% | 84.8%-34.8pp | 80.3%-30.3pp | 81.2%-31.2pp |
| Annual return | -84.32% | 0.48%-84.8pp | -0.04%-84.3pp | 418.37%-502.7pp |
| Employer contribution / active EE | $0 | $5,620-100.0% | $4,952-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $23,625 | $6,447+266.4% | $5,638+319.0% | $6,401+269.1% |
| Admin fee / account holder | $130 | $18,096-99.3% | $14,679-99.1% | $11,431-98.9% |