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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 | $9,983 | $73,839-86.5% | $143,788-93.1% | $68,495-85.4% |
| Participation rate | 41.5% | 66.7%-25.2pp | 80.3%-38.8pp | 67.9%-26.4pp |
| Annual return | -23.33% | 1.01%-24.3pp | -0.03%-23.3pp | -7.84%-15.5pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,952-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,439 | $3,384-27.9% | $5,638-56.7% | $4,028-39.4% |
| Admin fee / account holder | $262 | $5,755-95.5% | $14,675-98.2% | $5,403-95.2% |