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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 | $42,456 | $82,674-48.6% | $125,363-66.1% | $68,495-38.0% |
| Participation rate | 24.2% | 75.0%-50.8pp | 82.4%-58.1pp | 67.9%-43.6pp |
| Annual return | -19.41% | -5.97%-13.4pp | 572.15%-591.6pp | -7.84%-11.6pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,416 | $6,111-44.1% | $7,447-54.1% | $4,028-15.2% |
| Admin fee / account holder | $98 | $6,276-98.4% | $10,005-99.0% | $5,403-98.2% |