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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 | $2,428 | $25,979-90.7% | $71,755-96.6% | $68,486-96.5% |
| Participation rate | 39.5% | 54.5%-15.0pp | 62.3%-22.8pp | 67.9%-28.4pp |
| Annual return | -31.12% | -15.10%-16.0pp | 9.09%-40.2pp | -7.85%-23.3pp |
| Employer contribution / active EE | $0 | $900-100.0% | $1,704-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,587 | $1,522+4.2% | $2,656-40.3% | $4,028-60.6% |
| Admin fee / account holder | $29 | $2,022-98.6% | $3,972-99.3% | $5,404-99.5% |