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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 | $34,105 | $75,935-55.1% | $60,547-43.7% | $125,389-72.8% |
| Participation rate | 36.4% | 76.5%-40.2pp | 68.0%-31.6pp | 83.2%-46.8pp |
| Annual return | -11.29% | -5.38%-5.9pp | 335.64%-346.9pp | 282.24%-293.5pp |
| Employer contribution / active EE | $148 | $3,438-95.7% | $2,419-93.9% | $4,866-97.0% |
| Participant deferral / active EE | $1,289 | $4,506-71.4% | $3,328-61.3% | $5,352-75.9% |
| Admin fee / account holder | $0 | $6,768-100.0% | $4,536-100.0% | $9,541-100.0% |