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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 | $34,289 | $90,617-62.2% | $79,476-56.9% | $135,382-74.7% |
| Participation rate | 33.3% | 76.1%-42.7pp | 73.3%-40.0pp | 82.6%-49.3pp |
| Annual return | -13.70% | 977.57%-991.3pp | 718.21%-731.9pp | 519.77%-533.5pp |
| Employer contribution / active EE | $0 | $3,068-100.0% | $2,800-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $6,167 | $4,050+52.2% | $3,704+66.5% | $5,609+9.9% |
| Admin fee / account holder | $124 | $5,907-97.9% | $5,113-97.6% | $10,829-98.9% |