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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 | $16,543 | $190,916-91.3% | $160,037-89.7% | $134,545-87.7% |
| Participation rate | 66.7% | 82.0%-15.3pp | 78.0%-11.3pp | 81.2%-14.6pp |
| Annual return | -21.01% | 552.79%-573.8pp | 408.95%-430.0pp | 418.37%-439.4pp |
| Employer contribution / active EE | $0 | $4,996-100.0% | $4,226-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $2,972 | $6,925-57.1% | $6,184-51.9% | $6,401-53.6% |
| Admin fee / account holder | $259 | $10,497-97.5% | $8,716-97.0% | $11,431-97.7% |