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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 | $21,416 | $48,364-55.7% | $71,796-70.2% | $62,881-65.9% |
| Participation rate | 28.0% | 60.6%-32.6pp | 69.1%-41.1pp | 69.3%-41.3pp |
| Annual return | -44.13% | 13.16%-57.3pp | 78.04%-122.2pp | 20.14%-64.3pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $1,924-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,168 | $2,091+3.7% | $2,794-22.4% | $3,203-32.3% |
| Admin fee / account holder | $249 | $3,771-93.4% | $4,815-94.8% | $4,296-94.2% |