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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 | $16,538 | $134,001-87.7% | $112,258-85.3% | $134,509-87.7% |
| Participation rate | 22.2% | 78.6%-56.3pp | 75.1%-52.8pp | 81.2%-59.0pp |
| Annual return | -22.41% | 47.15%-69.6pp | 27.47%-49.9pp | 418.13%-440.5pp |
| Employer contribution / active EE | $706 | $4,039-82.5% | $3,636-80.6% | $4,741-85.1% |
| Participant deferral / active EE | $1,765 | $5,291-66.6% | $4,728-62.7% | $6,400-72.4% |
| Admin fee / account holder | $254 | $7,491-96.6% | $6,411-96.0% | $11,427-97.8% |