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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 | $11,367 | $73,863-84.6% | $143,797-92.1% | $68,490-83.4% |
| Participation rate | 15.3% | 66.7%-51.4pp | 80.3%-65.1pp | 67.9%-52.6pp |
| Annual return | -44.69% | 0.91%-45.6pp | -0.04%-44.7pp | -7.85%-36.8pp |
| Employer contribution / active EE | $0 | $3,185-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,012 | $3,385-70.1% | $5,638-82.0% | $4,028-74.9% |
| Admin fee / account holder | $1 | $5,756-100.0% | $14,679-100.0% | $5,403-100.0% |