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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 | $19,328 | $42,910-55.0% | $60,919-68.3% | $68,490-71.8% |
| Participation rate | 48.0% | 66.8%-18.8pp | 73.1%-25.1pp | 67.9%-19.9pp |
| Annual return | -19.42% | -13.99%-5.4pp | 16.96%-36.4pp | -7.85%-11.6pp |
| Employer contribution / active EE | $336 | $1,978-83.0% | $2,704-87.6% | $2,597-87.1% |
| Participant deferral / active EE | $1,709 | $2,866-40.4% | $3,814-55.2% | $4,028-57.6% |
| Admin fee / account holder | $134 | $3,104-95.7% | $3,228-95.8% | $5,403-97.5% |