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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 | $16,700 | $53,162-68.6% | $91,227-81.7% | $68,490-75.6% |
| Participation rate | 15.9% | 63.2%-47.3pp | 73.2%-57.3pp | 67.9%-52.0pp |
| Annual return | -20.72% | -3.14%-17.6pp | 114.14%-134.9pp | -7.85%-12.9pp |
| Employer contribution / active EE | $0 | $1,709-100.0% | $2,851-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,152 | $2,974-61.3% | $4,234-72.8% | $4,028-71.4% |
| Admin fee / account holder | $197 | $4,493-95.6% | $5,423-96.4% | $5,403-96.4% |