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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 | $33,907 | $75,832-55.3% | $147,617-77.0% | $59,633-43.1% |
| Participation rate | 16.1% | 71.6%-55.4pp | 84.6%-68.5pp | 68.7%-52.5pp |
| Annual return | -3.16% | 0.37%-3.5pp | 61.98%-65.1pp | 2041.45%-2044.6pp |
| Employer contribution / active EE | $0 | $3,485-100.0% | $5,564-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,559 | $3,131-50.2% | $4,895-68.1% | $3,192-51.1% |
| Admin fee / account holder | $0 | $5,986-100.0% | $11,612-100.0% | $4,297-100.0% |