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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 | $11,838 | $93,098-87.3% | $77,081-84.6% | $134,509-91.2% |
| Participation rate | 27.8% | 74.5%-46.7pp | 67.9%-40.1pp | 81.2%-53.5pp |
| Annual return | -28.00% | 62.63%-90.6pp | 42.33%-70.3pp | 418.13%-446.1pp |
| Employer contribution / active EE | $0 | $3,419-100.0% | $2,813-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $3,128 | $5,239-40.3% | $4,428-29.4% | $6,400-51.1% |
| Admin fee / account holder | $40 | $6,945-99.4% | $5,427-99.3% | $11,427-99.7% |