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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 | $23,615 | $85,790-72.5% | $67,313-64.9% | $135,380-82.6% |
| Participation rate | 50.0% | 76.5%-26.5pp | 69.1%-19.1pp | 82.6%-32.6pp |
| Annual return | -12.80% | -0.54%-12.3pp | -4.08%-8.7pp | 519.81%-532.6pp |
| Employer contribution / active EE | $429 | $3,487-87.7% | $2,566-83.3% | $4,779-91.0% |
| Participant deferral / active EE | $2,038 | $4,651-56.2% | $3,568-42.9% | $5,609-63.7% |
| Admin fee / account holder | $200 | $6,392-96.9% | $4,507-95.6% | $10,828-98.2% |