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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 | $21,500 | $95,915-77.6% | $79,580-73.0% | $134,532-84.0% |
| Participation rate | 66.7% | 75.0%-8.4pp | 69.5%-2.8pp | 81.2%-14.6pp |
| Annual return | -32.84% | -2.71%-30.1pp | 0.15%-33.0pp | 418.27%-451.1pp |
| Employer contribution / active EE | $0 | $3,129-100.0% | $2,413-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $9,781 | $4,693+108.4% | $3,985+145.4% | $6,401+52.8% |
| Admin fee / account holder | $160 | $9,132-98.2% | $6,835-97.7% | $11,429-98.6% |