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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 | $24,134 | $78,694-69.3% | $67,652-64.3% | $125,389-80.8% |
| Participation rate | 33.3% | 78.8%-45.5pp | 75.7%-42.3pp | 83.2%-49.9pp |
| Annual return | -4.94% | 9.46%-14.4pp | 6625.40%-6630.3pp | 282.24%-287.2pp |
| Employer contribution / active EE | $119 | $3,044-96.1% | $2,266-94.7% | $4,866-97.6% |
| Participant deferral / active EE | $2,442 | $4,292-43.1% | $3,560-31.4% | $5,352-54.4% |
| Admin fee / account holder | $144 | $7,403-98.1% | $4,821-97.0% | $9,541-98.5% |