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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 | $9,262 | $88,585-89.5% | $69,884-86.7% | $134,532-93.1% |
| Participation rate | 38.5% | 74.9%-36.4pp | 70.5%-32.0pp | 81.2%-42.8pp |
| Annual return | -23.06% | 442.80%-465.9pp | 190.81%-213.9pp | 418.27%-441.3pp |
| Employer contribution / active EE | $0 | $3,235-100.0% | $2,560-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,304 | $4,770-51.7% | $3,848-40.1% | $6,401-64.0% |
| Admin fee / account holder | $11 | $10,441-99.9% | $6,266-99.8% | $11,429-99.9% |