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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 | $10,962 | $67,372-83.7% | $60,906-82.0% | $134,532-91.9% |
| Participation rate | 18.8% | 76.2%-57.4pp | 73.1%-54.3pp | 81.2%-62.5pp |
| Annual return | -27.22% | 50.05%-77.3pp | 16.94%-44.2pp | 418.27%-445.5pp |
| Employer contribution / active EE | $0 | $3,099-100.0% | $2,703-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,894 | $4,532-58.2% | $3,814-50.3% | $6,401-70.4% |
| Admin fee / account holder | $73 | $4,588-98.4% | $3,227-97.8% | $11,429-99.4% |