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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 | $23,162 | $167,352-86.2% | $143,788-83.9% | $134,509-82.8% |
| Participation rate | 25.0% | 84.8%-59.8pp | 80.3%-55.3pp | 81.2%-56.2pp |
| Annual return | -23.76% | 0.47%-24.2pp | -0.03%-23.7pp | 418.13%-441.9pp |
| Employer contribution / active EE | $557 | $5,620-90.1% | $4,952-88.7% | $4,741-88.2% |
| Participant deferral / active EE | $2,159 | $6,447-66.5% | $5,638-61.7% | $6,400-66.3% |
| Admin fee / account holder | $236 | $18,091-98.7% | $14,675-98.4% | $11,427-97.9% |