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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 | $26,880 | $62,586-57.1% | $76,766-65.0% | $64,181-58.1% |
| Participation rate | 59.0% | 72.8%-13.8pp | 77.0%-17.9pp | 69.6%-10.6pp |
| Annual return | -8.22% | -1.95%-6.3pp | 2.43%-10.7pp | 7.63%-15.9pp |
| Employer contribution / active EE | $343 | $1,832-81.3% | $2,485-86.2% | $2,381-85.6% |
| Participant deferral / active EE | $2,263 | $3,145-28.0% | $3,851-41.2% | $3,470-34.8% |
| Admin fee / account holder | $22 | $4,667-99.5% | $6,675-99.7% | $4,887-99.6% |