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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 | $33,825 | $27,632+22.4% | $61,399-44.9% | $68,495-50.6% |
| Participation rate | 46.0% | 39.5%+6.5pp | 52.6%-6.6pp | 67.9%-21.9pp |
| Annual return | -23.24% | -13.24%-10.0pp | 338.81%-362.1pp | -7.84%-15.4pp |
| Employer contribution / active EE | $0 | $696-100.0% | $1,159-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $827 | $1,264-34.6% | $2,124-61.1% | $4,028-79.5% |
| Admin fee / account holder | $56 | $2,010-97.2% | $2,131-97.4% | $5,403-99.0% |