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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 | $18,165 | $129,959-86.0% | $104,301-82.6% | $134,532-86.5% |
| Participation rate | 19.0% | 79.5%-60.5pp | 73.3%-54.2pp | 81.2%-62.2pp |
| Annual return | -36.00% | 42.04%-78.0pp | 24.61%-60.6pp | 418.27%-454.3pp |
| Employer contribution / active EE | $0 | $4,185-100.0% | $3,373-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,846 | $5,589-67.0% | $4,626-60.1% | $6,401-71.2% |
| Admin fee / account holder | $20 | $9,325-99.8% | $7,340-99.7% | $11,429-99.8% |