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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 | $22,558 | $97,732-76.9% | $83,831-73.1% | $135,380-83.3% |
| Participation rate | 0.0% | 80.0%-80.0pp | 76.1%-76.1pp | 82.6%-82.6pp |
| Annual return | -16.15% | 1287.56%-1303.7pp | 850.99%-867.1pp | 519.81%-536.0pp |
| Employer contribution / active EE | $452 | $4,222-89.3% | $3,631-87.5% | $4,779-90.5% |
| Participant deferral / active EE | $2,233 | $4,683-52.3% | $4,082-45.3% | $5,609-60.2% |
| Admin fee / account holder | $299 | $6,675-95.5% | $5,479-94.5% | $10,828-97.2% |