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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 | $24,515 | $72,177-66.0% | $115,037-78.7% | $59,633-58.9% |
| Participation rate | 40.7% | 72.6%-31.9pp | 81.4%-40.7pp | 68.7%-28.0pp |
| Annual return | -3.37% | 12.02%-15.4pp | 26.14%-29.5pp | 2041.40%-2044.8pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,801 | $4,783-41.4% | $6,026-53.5% | $3,192-12.3% |
| Admin fee / account holder | $71 | $4,927-98.6% | $8,175-99.1% | $4,297-98.3% |