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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 | $19,110 | $95,975-80.1% | $74,549-74.4% | $135,379-85.9% |
| Participation rate | 53.3% | 75.7%-22.3pp | 69.1%-15.8pp | 82.6%-29.3pp |
| Annual return | -20.01% | 56.96%-77.0pp | 32.53%-52.5pp | 519.79%-539.8pp |
| Employer contribution / active EE | $0 | $2,716-100.0% | $1,961-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $7,987 | $3,844+107.8% | $3,108+157.0% | $5,609+42.4% |
| Admin fee / account holder | $58 | $6,522-99.1% | $5,059-98.8% | $10,828-99.5% |