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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 | $35,092 | $95,915-63.4% | $79,580-55.9% | $134,532-73.9% |
| Participation rate | 52.4% | 75.0%-22.7pp | 69.5%-17.1pp | 81.2%-28.8pp |
| Annual return | -21.87% | -2.71%-19.2pp | 0.15%-22.0pp | 418.27%-440.1pp |
| Employer contribution / active EE | $207 | $3,129-93.4% | $2,413-91.4% | $4,741-95.6% |
| Participant deferral / active EE | $2,626 | $4,693-44.0% | $3,985-34.1% | $6,401-59.0% |
| Admin fee / account holder | $4 | $9,132-100.0% | $6,835-99.9% | $11,429-100.0% |