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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 | $13,104 | $106,551-87.7% | $91,225-85.6% | $134,532-90.3% |
| Participation rate | 42.9% | 76.8%-33.9pp | 73.2%-30.3pp | 81.2%-38.4pp |
| Annual return | -95.47% | 160.78%-256.2pp | 114.12%-209.6pp | 418.27%-513.7pp |
| Employer contribution / active EE | $149 | $3,331-95.5% | $2,851-94.8% | $4,741-96.9% |
| Participant deferral / active EE | $3,130 | $4,718-33.7% | $4,233-26.1% | $6,401-51.1% |
| Admin fee / account holder | $163 | $6,234-97.4% | $5,422-97.0% | $11,429-98.6% |