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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 | $13,091 | $40,275-67.5% | $57,356-77.2% | $59,633-78.0% |
| Participation rate | 26.7% | 69.1%-42.5pp | 75.1%-48.4pp | 68.7%-42.0pp |
| Annual return | -4.79% | 27.52%-32.3pp | 24.41%-29.2pp | 2041.45%-2046.2pp |
| Employer contribution / active EE | $0 | $1,921-100.0% | $2,689-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,347 | $2,400-2.2% | $3,162-25.8% | $3,192-26.5% |
| Admin fee / account holder | $0 | $2,820-100.0% | $3,357-100.0% | $4,297-100.0% |