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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 | $28,411 | $95,917-70.4% | $79,583-64.3% | $134,545-78.9% |
| Participation rate | 28.6% | 75.0%-46.5pp | 69.5%-40.9pp | 81.2%-52.7pp |
| Annual return | -35.35% | -2.70%-32.6pp | 0.16%-35.5pp | 418.37%-453.7pp |
| Employer contribution / active EE | $356 | $3,129-88.6% | $2,414-85.3% | $4,742-92.5% |
| Participant deferral / active EE | $2,699 | $4,694-42.5% | $3,986-32.3% | $6,401-57.8% |
| Admin fee / account holder | $265 | $9,132-97.1% | $6,835-96.1% | $11,431-97.7% |