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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 | $31,394 | $167,352-81.2% | $143,788-78.2% | $134,509-76.7% |
| Participation rate | 50.0% | 84.8%-34.8pp | 80.3%-30.3pp | 81.2%-31.2pp |
| Annual return | -22.79% | 0.47%-23.3pp | -0.03%-22.8pp | 418.13%-440.9pp |
| Employer contribution / active EE | $939 | $5,620-83.3% | $4,952-81.0% | $4,741-80.2% |
| Participant deferral / active EE | $0 | $6,447-100.0% | $5,638-100.0% | $6,400-100.0% |
| Admin fee / account holder | $231 | $18,091-98.7% | $14,675-98.4% | $11,427-98.0% |