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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 | $28,938 | $43,344-33.2% | $59,899-51.7% | $64,173-54.9% |
| Participation rate | 30.0% | 69.2%-39.2pp | 74.7%-44.7pp | 69.6%-39.6pp |
| Annual return | -69.63% | -1.55%-68.1pp | 3.46%-73.1pp | 7.63%-77.3pp |
| Employer contribution / active EE | $0 | $2,030-100.0% | $2,723-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,696 | $2,547+45.1% | $3,402+8.6% | $3,470+6.5% |
| Admin fee / account holder | $0 | $3,008-100.0% | $3,592-100.0% | $4,887-100.0% |