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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 | $33,958 | $42,917-20.9% | $60,899-44.2% | $68,495-50.4% |
| Participation rate | 25.0% | 66.8%-41.8pp | 73.1%-48.1pp | 67.9%-42.9pp |
| Annual return | -20.78% | -13.99%-6.8pp | 16.92%-37.7pp | -7.84%-12.9pp |
| Employer contribution / active EE | $0 | $1,979-100.0% | $2,702-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,358 | $2,867-52.6% | $3,817-64.4% | $4,028-66.3% |
| Admin fee / account holder | $188 | $3,102-93.9% | $3,225-94.2% | $5,403-96.5% |