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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 | $18,280 | $86,701-78.9% | $73,309-75.1% | $125,388-85.4% |
| Participation rate | 60.0% | 78.6%-18.6pp | 74.9%-14.9pp | 83.2%-23.2pp |
| Annual return | -4.91% | 2.78%-7.7pp | 5.67%-10.6pp | 282.24%-287.2pp |
| Employer contribution / active EE | $0 | $4,152-100.0% | $3,237-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $7,478 | $5,549+34.8% | $4,991+49.8% | $5,352+39.7% |
| Admin fee / account holder | $59 | $7,768-99.2% | $5,635-99.0% | $9,541-99.4% |