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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 | $35,944 | $167,353-78.5% | $143,797-75.0% | $134,545-73.3% |
| Participation rate | 14.3% | 84.8%-70.5pp | 80.3%-66.0pp | 81.2%-66.9pp |
| Annual return | -22.98% | 0.48%-23.5pp | -0.04%-22.9pp | 418.37%-441.4pp |
| Employer contribution / active EE | $728 | $5,620-87.1% | $4,952-85.3% | $4,742-84.7% |
| Participant deferral / active EE | $2,456 | $6,447-61.9% | $5,638-56.4% | $6,401-61.6% |
| Admin fee / account holder | $145 | $18,096-99.2% | $14,679-99.0% | $11,431-98.7% |