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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 | $45,241 | $112,729-59.9% | $98,716-54.2% | $137,256-67.0% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.3%-19.3pp | 80.0%-30.0pp |
| Annual return | -20.67% | 38.48%-59.2pp | 31.81%-52.5pp | 220.34%-241.0pp |
| Employer contribution / active EE | $204 | $2,725-92.5% | $2,279-91.0% | $4,156-95.1% |
| Participant deferral / active EE | $1,977 | $4,640-57.4% | $4,048-51.2% | $6,407-69.1% |
| Admin fee / account holder | $246 | $10,129-97.6% | $8,703-97.2% | $12,270-98.0% |