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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 | $12,575 | $84,464-85.1% | $61,399-79.5% | $134,509-90.7% |
| Participation rate | 53.8% | 62.2%-8.4pp | 52.6%+1.3pp | 81.2%-27.4pp |
| Annual return | -28.96% | 585.06%-614.0pp | 338.81%-367.8pp | 418.13%-447.1pp |
| Employer contribution / active EE | $0 | $1,545-100.0% | $1,159-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $4,076 | $2,818+44.6% | $2,124+91.9% | $6,400-36.3% |
| Admin fee / account holder | $136 | $2,587-94.8% | $2,131-93.6% | $11,427-98.8% |