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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 | $24,371 | $82,678-70.5% | $125,391-80.6% | $68,490-64.4% |
| Participation rate | 55.2% | 75.1%-19.9pp | 82.4%-27.2pp | 67.9%-12.7pp |
| Annual return | -27.48% | -5.97%-21.5pp | 572.41%-599.9pp | -7.85%-19.6pp |
| Employer contribution / active EE | $412 | $3,382-87.8% | $4,816-91.4% | $2,597-84.1% |
| Participant deferral / active EE | $3,175 | $6,111-48.1% | $7,448-57.4% | $4,028-21.2% |
| Admin fee / account holder | $0 | $6,277-100.0% | $10,009-100.0% | $5,403-100.0% |