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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 | $12,385 | $43,344-71.4% | $59,899-79.3% | $64,173-80.7% |
| Participation rate | 37.1% | 69.2%-32.0pp | 74.7%-37.6pp | 69.6%-32.4pp |
| Annual return | -10.45% | -1.55%-8.9pp | 3.46%-13.9pp | 7.63%-18.1pp |
| Employer contribution / active EE | $0 | $2,030-100.0% | $2,723-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $975 | $2,547-61.7% | $3,402-71.4% | $3,470-71.9% |
| Admin fee / account holder | $113 | $3,008-96.3% | $3,592-96.9% | $4,887-97.7% |