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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 | $18,788 | $48,274-61.1% | $63,244-70.3% | $59,633-68.5% |
| Participation rate | 31.7% | 66.3%-34.6pp | 71.0%-39.3pp | 68.7%-37.0pp |
| Annual return | -3.07% | -240.79%+237.7pp | -70.31%+67.2pp | 2041.45%-2044.5pp |
| Employer contribution / active EE | $267 | $1,586-83.2% | $2,322-88.5% | $2,203-87.9% |
| Participant deferral / active EE | $1,383 | $2,343-41.0% | $2,953-53.2% | $3,192-56.7% |
| Admin fee / account holder | $199 | $3,600-94.5% | $5,893-96.6% | $4,297-95.4% |