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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 | $20,657 | $115,814-82.2% | $101,275-79.6% | $158,982-87.0% |
| Participation rate | 60.0% | 79.4%-19.4pp | 75.8%-15.8pp | 82.0%-22.0pp |
| Annual return | -6.10% | 56.16%-62.3pp | 46.48%-52.6pp | 302.99%-309.1pp |
| Employer contribution / active EE | $489 | $4,176-88.3% | $3,660-86.6% | $4,763-89.7% |
| Participant deferral / active EE | $2,278 | $4,958-54.1% | $4,371-47.9% | $5,983-61.9% |
| Admin fee / account holder | $216 | $7,249-97.0% | $5,948-96.4% | $11,252-98.1% |