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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 | $31,070 | $43,730-29.0% | $121,220-74.4% | $64,173-51.6% |
| Participation rate | 19.2% | 58.3%-39.1pp | 71.8%-52.5pp | 69.6%-50.3pp |
| Annual return | -8.48% | 68.94%-77.4pp | 16.94%-25.4pp | 7.63%-16.1pp |
| Employer contribution / active EE | $0 | $1,297-100.0% | $4,023-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,263 | $2,281-44.6% | $3,345-62.2% | $3,470-63.6% |
| Admin fee / account holder | $0 | $3,502-100.0% | $5,021-100.0% | $4,887-100.0% |