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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 | $12,607 | $92,684-86.4% | $82,706-84.8% | $134,509-90.6% |
| Participation rate | 14.3% | 75.2%-60.9pp | 72.6%-58.3pp | 81.2%-66.9pp |
| Annual return | -40.66% | 945.84%-986.5pp | 701.76%-742.4pp | 418.13%-458.8pp |
| Employer contribution / active EE | $0 | $3,272-100.0% | $3,007-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,317 | $4,800-72.6% | $4,394-70.0% | $6,400-79.4% |
| Admin fee / account holder | $112 | $5,982-98.1% | $5,329-97.9% | $11,427-99.0% |