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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 | $36,696 | $73,848-50.3% | $143,799-74.5% | $68,486-46.4% |
| Participation rate | 41.2% | 66.7%-25.5pp | 80.3%-39.1pp | 67.9%-26.7pp |
| Annual return | -19.45% | 0.91%-20.4pp | -0.04%-19.4pp | -7.85%-11.6pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $3,587 | $3,385+6.0% | $5,638-36.4% | $4,028-10.9% |
| Admin fee / account holder | $8 | $5,755-99.9% | $14,677-99.9% | $5,404-99.9% |