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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 | $32,535 | $93,124-65.1% | $77,100-57.8% | $134,545-75.8% |
| Participation rate | 29.4% | 74.5%-45.1pp | 67.9%-38.5pp | 81.2%-51.8pp |
| Annual return | -22.38% | 62.68%-85.1pp | 42.35%-64.7pp | 418.37%-440.8pp |
| Employer contribution / active EE | $0 | $3,421-100.0% | $2,815-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $1,577 | $5,242-69.9% | $4,430-64.4% | $6,401-75.4% |
| Admin fee / account holder | $17 | $6,970-99.8% | $5,443-99.7% | $11,431-99.9% |