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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 | $50,517 | $75,962-33.5% | $154,111-67.2% | $64,173-21.3% |
| Participation rate | 20.0% | 70.4%-50.4pp | 83.0%-63.0pp | 69.6%-49.6pp |
| Annual return | -14.50% | 30.32%-44.8pp | 735.18%-749.7pp | 7.63%-22.1pp |
| Employer contribution / active EE | $342 | $3,350-89.8% | $5,298-93.5% | $2,381-85.6% |
| Participant deferral / active EE | $2,561 | $3,175-19.3% | $5,081-49.6% | $3,470-26.2% |
| Admin fee / account holder | $137 | $5,589-97.5% | $13,411-99.0% | $4,887-97.2% |