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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 | $156,616-71.1% | $133,346-66.1% | $198,609-77.2% |
| Participation rate | 50.0% | 77.7%-27.7pp | 72.8%-22.8pp | 82.4%-32.4pp |
| Annual return | -20.67% | 44.25%-64.9pp | 36.85%-57.5pp | 202.70%-223.4pp |
| Employer contribution / active EE | $204 | $3,368-93.9% | $2,853-92.9% | $5,055-96.0% |
| Participant deferral / active EE | $1,977 | $4,920-59.8% | $4,332-54.4% | $6,977-71.7% |
| Admin fee / account holder | $246 | $17,468-98.6% | $14,264-98.3% | $19,030-98.7% |