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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 | $38,791 | $95,895-59.5% | $79,576-51.3% | $134,509-71.2% |
| Participation rate | 33.3% | 75.0%-41.7pp | 69.5%-36.2pp | 81.2%-47.9pp |
| Annual return | -25.44% | -2.72%-22.7pp | 0.15%-25.6pp | 418.13%-443.6pp |
| Employer contribution / active EE | $274 | $3,128-91.2% | $2,413-88.6% | $4,741-94.2% |
| Participant deferral / active EE | $2,865 | $4,693-39.0% | $3,985-28.1% | $6,400-55.2% |
| Admin fee / account holder | $65 | $9,129-99.3% | $6,834-99.0% | $11,427-99.4% |