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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 | $13,170 | $54,355-75.8% | $82,744-84.1% | $68,486-80.8% |
| Participation rate | 33.3% | 63.9%-30.6pp | 72.6%-39.2pp | 67.9%-34.6pp |
| Annual return | -24.00% | -13.67%-10.3pp | 702.22%-726.2pp | -7.85%-16.1pp |
| Employer contribution / active EE | $0 | $2,219-100.0% | $3,008-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,599 | $3,246-50.7% | $4,395-63.6% | $4,028-60.3% |
| Admin fee / account holder | $6 | $4,397-99.9% | $5,325-99.9% | $5,404-99.9% |