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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 | $14,686 | $54,370-73.0% | $82,763-82.3% | $68,490-78.6% |
| Participation rate | 53.8% | 63.9%-10.1pp | 72.6%-18.7pp | 67.9%-14.1pp |
| Annual return | -27.49% | -13.67%-13.8pp | 702.45%-729.9pp | -7.85%-19.6pp |
| Employer contribution / active EE | $0 | $2,219-100.0% | $3,008-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $6,513 | $3,247+100.6% | $4,395+48.2% | $4,028+61.7% |
| Admin fee / account holder | $155 | $4,398-96.5% | $5,325-97.1% | $5,403-97.1% |