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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 | $22,332 | $106,551-79.0% | $91,225-75.5% | $134,532-83.4% |
| Participation rate | 38.1% | 76.8%-38.7pp | 73.2%-35.1pp | 81.2%-43.1pp |
| Annual return | -24.41% | 160.78%-185.2pp | 114.12%-138.5pp | 418.27%-442.7pp |
| Employer contribution / active EE | $275 | $3,331-91.7% | $2,851-90.4% | $4,741-94.2% |
| Participant deferral / active EE | $2,231 | $4,718-52.7% | $4,233-47.3% | $6,401-65.1% |
| Admin fee / account holder | $178 | $6,234-97.1% | $5,422-96.7% | $11,429-98.4% |