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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 | $21,085 | $75,832-72.2% | $147,617-85.7% | $59,633-64.6% |
| Participation rate | 41.4% | 71.6%-30.1pp | 84.6%-43.2pp | 68.7%-27.2pp |
| Annual return | -3.77% | 0.37%-4.1pp | 61.98%-65.8pp | 2041.45%-2045.2pp |
| Employer contribution / active EE | $278 | $3,485-92.0% | $5,564-95.0% | $2,203-87.4% |
| Participant deferral / active EE | $924 | $3,131-70.5% | $4,895-81.1% | $3,192-71.1% |
| Admin fee / account holder | $271 | $5,986-95.5% | $11,612-97.7% | $4,297-93.7% |