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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 | $12,560 | $49,177-74.5% | $79,476-84.2% | $64,181-80.4% |
| Participation rate | 35.5% | 65.0%-29.5pp | 73.3%-37.9pp | 69.6%-34.1pp |
| Annual return | -13.08% | -1.16%-11.9pp | 718.21%-731.3pp | 7.63%-20.7pp |
| Employer contribution / active EE | $0 | $2,076-100.0% | $2,800-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,732 | $2,821-38.6% | $3,704-53.3% | $3,470-50.1% |
| Admin fee / account holder | $233 | $3,839-93.9% | $5,113-95.4% | $4,887-95.2% |