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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 | $20,605 | $138,102-85.1% | $125,381-83.6% | $134,532-84.7% |
| Participation rate | 50.0% | 84.5%-34.5pp | 82.4%-32.4pp | 81.2%-31.2pp |
| Annual return | -28.31% | 750.73%-779.0pp | 572.31%-600.6pp | 418.27%-446.6pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $5,119 | $7,801-34.4% | $7,448-31.3% | $6,401-20.0% |
| Admin fee / account holder | $164 | $11,568-98.6% | $10,007-98.4% | $11,429-98.6% |