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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 | $44,222 | $65,712-32.7% | $57,196-22.7% | $273,972-83.9% |
| Participation rate | 43.8% | 78.3%-34.6pp | 75.3%-31.6pp | 83.0%-39.3pp |
| Annual return | -3.48% | 22.01%-25.5pp | 14.59%-18.1pp | 41.46%-44.9pp |
| Employer contribution / active EE | $111 | $3,280-96.6% | $2,683-95.9% | $4,869-97.7% |
| Participant deferral / active EE | $888 | $3,782-76.5% | $3,096-71.3% | $5,287-83.2% |
| Admin fee / account holder | $0 | $4,838-100.0% | $3,141-100.0% | $10,133-100.0% |