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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 | $60,532 | $82,314-26.5% | $68,808-12.0% | $134,532-55.0% |
| Participation rate | 41.2% | 75.1%-33.9pp | 69.0%-27.8pp | 81.2%-40.1pp |
| Annual return | -27.73% | -2.18%-25.6pp | -6.37%-21.4pp | 418.27%-446.0pp |
| Employer contribution / active EE | $0 | $3,301-100.0% | $2,656-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,187 | $4,740-53.9% | $3,942-44.5% | $6,401-65.8% |
| Admin fee / account holder | $162 | $6,484-97.5% | $4,936-96.7% | $11,429-98.6% |