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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 | $10,048 | $40,275-75.1% | $57,356-82.5% | $59,633-83.2% |
| Participation rate | 30.0% | 69.1%-39.1pp | 75.1%-45.1pp | 68.7%-38.7pp |
| Annual return | -4.24% | 27.52%-31.8pp | 24.41%-28.7pp | 2041.45%-2045.7pp |
| Employer contribution / active EE | $0 | $1,921-100.0% | $2,689-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,320 | $2,400-45.0% | $3,162-58.3% | $3,192-58.7% |
| Admin fee / account holder | $235 | $2,820-91.7% | $3,357-93.0% | $4,297-94.5% |