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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 | $37,203 | $43,338-14.2% | $59,887-37.9% | $64,173-42.0% |
| Participation rate | 18.8% | 69.2%-50.4pp | 74.7%-56.0pp | 69.6%-50.8pp |
| Annual return | -7.97% | -1.55%-6.4pp | 3.46%-11.4pp | 7.63%-15.6pp |
| Employer contribution / active EE | $0 | $2,030-100.0% | $2,722-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,155 | $2,547-54.6% | $3,402-66.0% | $3,470-66.7% |
| Admin fee / account holder | $0 | $3,007-100.0% | $3,591-100.0% | $4,887-100.0% |