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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 | $25,524 | $44,850-43.1% | $60,547-57.8% | $59,633-57.2% |
| Participation rate | 14.8% | 59.5%-44.7pp | 68.0%-53.1pp | 68.7%-53.9pp |
| Annual return | -4.83% | 1074.14%-1079.0pp | 335.64%-340.5pp | 2041.45%-2046.3pp |
| Employer contribution / active EE | $189 | $1,462-87.1% | $2,419-92.2% | $2,203-91.4% |
| Participant deferral / active EE | $1,432 | $2,230-35.8% | $3,328-57.0% | $3,192-55.1% |
| Admin fee / account holder | $269 | $3,635-92.6% | $4,536-94.1% | $4,297-93.8% |