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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 | $14,305 | $84,518-83.1% | $67,704-78.9% | $125,388-88.6% |
| Participation rate | 23.5% | 74.8%-51.3pp | 67.5%-44.0pp | 83.2%-59.7pp |
| Annual return | -8.48% | 2.57%-11.1pp | 25.41%-33.9pp | 282.24%-290.7pp |
| Employer contribution / active EE | $109 | $3,292-96.7% | $2,559-95.7% | $4,866-97.8% |
| Participant deferral / active EE | $2,248 | $4,430-49.3% | $3,585-37.3% | $5,352-58.0% |
| Admin fee / account holder | $0 | $5,340-100.0% | $4,255-100.0% | $9,541-100.0% |