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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 | $43,878 | $106,557-58.8% | $91,227-51.9% | $134,545-67.4% |
| Participation rate | 28.6% | 76.8%-48.2pp | 73.2%-44.6pp | 81.2%-52.7pp |
| Annual return | -23.58% | 160.81%-184.4pp | 114.14%-137.7pp | 418.37%-441.9pp |
| Employer contribution / active EE | $0 | $3,332-100.0% | $2,851-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $1,690 | $4,719-64.2% | $4,234-60.1% | $6,401-73.6% |
| Admin fee / account holder | $20 | $6,235-99.7% | $5,423-99.6% | $11,431-99.8% |