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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 | $26,126 | $56,339-53.6% | $104,299-75.0% | $68,490-61.9% |
| Participation rate | 21.6% | 63.3%-41.7pp | 73.3%-51.7pp | 67.9%-46.3pp |
| Annual return | -20.90% | -9.19%-11.7pp | 24.62%-45.5pp | -7.85%-13.0pp |
| Employer contribution / active EE | $0 | $1,960-100.0% | $3,373-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,657 | $3,077-46.1% | $4,626-64.2% | $4,028-58.9% |
| Admin fee / account holder | $232 | $4,902-95.3% | $7,339-96.8% | $5,403-95.7% |