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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 | $22,693 | $79,633-71.5% | $93,759-75.8% | $68,495-66.9% |
| Participation rate | 24.1% | 75.4%-51.2pp | 81.0%-56.8pp | 67.9%-43.8pp |
| Annual return | -24.96% | -0.10%-24.9pp | -11.33%-13.6pp | -7.84%-17.1pp |
| Employer contribution / active EE | $768 | $3,665-79.1% | $4,324-82.2% | $2,596-70.4% |
| Participant deferral / active EE | $1,855 | $5,158-64.0% | $6,096-69.6% | $4,028-53.9% |
| Admin fee / account holder | $75 | $6,871-98.9% | $7,197-99.0% | $5,403-98.6% |