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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 | $36,047 | $99,032-63.6% | $80,022-55.0% | $135,379-73.4% |
| Participation rate | 14.3% | 78.4%-64.1pp | 75.8%-61.5pp | 82.6%-68.4pp |
| Annual return | -12.30% | 15.39%-27.7pp | 11.22%-23.5pp | 519.79%-532.1pp |
| Employer contribution / active EE | $413 | $3,043-86.4% | $2,468-83.3% | $4,779-91.4% |
| Participant deferral / active EE | $1,220 | $4,282-71.5% | $3,686-66.9% | $5,609-78.3% |
| Admin fee / account holder | $0 | $10,436-100.0% | $6,521-100.0% | $10,828-100.0% |