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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 | $26,156 | $49,177-46.8% | $79,467-67.1% | $64,173-59.2% |
| Participation rate | 44.8% | 65.0%-20.2pp | 73.3%-28.5pp | 69.6%-24.7pp |
| Annual return | -9.83% | -1.16%-8.7pp | 718.30%-728.1pp | 7.63%-17.5pp |
| Employer contribution / active EE | $0 | $2,076-100.0% | $2,800-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,170 | $2,821-23.1% | $3,704-41.4% | $3,470-37.4% |
| Admin fee / account holder | $0 | $3,839-100.0% | $5,104-100.0% | $4,887-100.0% |