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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 | $24,295 | $59,834-59.4% | $79,576-69.5% | $68,495-64.5% |
| Participation rate | 51.4% | 61.1%-9.6pp | 69.5%-18.1pp | 67.9%-16.5pp |
| Annual return | -19.68% | -12.30%-7.4pp | 0.15%-19.8pp | -7.84%-11.8pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,403 | $3,024-20.6% | $3,985-39.7% | $4,028-40.3% |
| Admin fee / account holder | $99 | $4,835-97.9% | $6,834-98.5% | $5,403-98.2% |